Skip to main content
December 9, 2024
Question

Bank deposit not working

  • December 9, 2024
  • 1 reply
  • 0 views

When I enter a sales receipt, the item always shows up on the bank deposit so that I can deposit it.

For some reason, my sales receipts are not automatically showing on the bank deposit screen.

This has never happened before. Is anyone else having this problem, or does anyone know how to fix this problem?

  

1 reply

December 9, 2024

Welcome to the Community forum, @firstseder.

 

I’d like to provide some information regarding your concern about sales receipts. I can help you in reviewing the "Deposit to" field on your Sales Receipt to know where your payments are going. 

 

One of the reasons why your sales receipt does not appear in your Bank deposit tab is it hasn't been deposited in the Undeposited Funds account. With this, let's review your sales transactions accordingly.

 

Here's how:

 

  1.  Go to + New.
  2.  Select Sales receipts
  3.  Choose a specific customer. 
  4.  Click the Deposit to field and choose the Undeposited Funds
  5.  Once done, Hit Save. 

 

From there, you'd know why the Sales Receipt didn't show up when making a Bank Deposit. 

 

For your visual reference for the steps I've provided above, check below screenshots:


 

 

Now, let's check the Bank deposit tab if it's there: 

 

  1. Go to + New
  2.  Click Bank deposit

 

 

 

Additionally, I suggest the following resources, which contains information about Undeposited Funds work in QuickBooks Online: 

 

 

Please, let me know if you need further assistance regarding with sales receipt, just click the Reply button. I'm more than happy to help. Stay safe!