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March 26, 2021
Question

Checking on a deposit

  • March 26, 2021
  • 1 reply
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1 reply

MorganB
March 26, 2021

Good morning, wezt.

 

Thanks for reaching out for support here in the Community. I'd be glad to lend a hand regarding your deposit in QuickBooks Online (QBO).

 

If your bank account is connected to your QBO account, cleared transactions will automatically download in the system. Once the transactions are downloaded, you can then categorize them within your account, to keep everything well organized. 

 

Here's how to check for your deposit:

 

1. Hover over the Banking tab in the left hand menu, then click Banking.

2. Make sure the correct bank account tile is highlighted blue at the top of the page.

3. Look over the For Review section at the bottom of the page for your deposit.

4. If the deposit has been posted and you'd like to add it to the register in QBO, you can check the box to the left of the transaction and select Accept.

 

 

I recommend checking out the following linked article for additional info about categorizing and matching online bank transactions in QuickBooks Online.

 

With this info you'll be able to see the deposit and manage all other transactions in your QBO account. Feel free to reach back out if you have any other questions. I'll be here to help.