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May 23, 2025
Question

Bank deposit created by bank feed. Later I filled "Received from" in bank register with customer's name. Not showing up in customer account. Why not?

  • May 23, 2025
  • 1 reply
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How do you link a deposit created from a bank feed back to the customer?

1 reply

MsNorthPND18
May 23, 2025

In QuickBooks Online (QBO), customer-related transactions like invoices or sales receipts appear in the customer's transaction list when directly linked, @insulate. However, bank deposits not categorized as Accounts Receivable (A/R) or not linked to an invoice won’t appear in this list.

 

To ensure a deposit shows in customer transactions, link it to an invoice or categorize it as a payment on an outstanding A/R balance. Regularly review transaction categorizations and customer links for accuracy in QBO.

 

I'm providing this link with the steps on how to link a bank deposit to an invoice, which can help display it in the customer's transaction list.

 

Feel free to return here if you have any concerns regarding bank deposits or other banking-related transactions.