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northiowatrader
February 16, 2023
Question

Entering bank deposits in QBO

  • February 16, 2023
  • 1 reply
  • 0 views

My question has to do with the "Cash back goes to" dropdown in the Bank Deposit screen. I have no need to record anything in this cell and always delete the account that appears in the cell which is the first one in the drop down. Is there a way to change this default so that it is blank? 

1 reply

MaryLandT
MaryLandT
February 16, 2023

I hope you're having a successful business week, northiowatrader.

 

Allow me to share some details about the Cash back goes to field when making a bank deposit. Right now, there isn't an option to permanently set it to blank. 

 

You can manually remove the account before saving the deposit. Simply highlight the field and hit the Delete option on your keyboard. This field is optional, therefore you can remove it anytime.

 

Feel free to browse these articles to help handle bank transactions.

 

Working with you is a pleasure for me. Don't be afraid to ask any banking questions. I'm just around the corner if there's anything else that you need help with. Stay safe and be well!

N
northiowatraderAuthor
February 17, 2023

"This field is optional, therefore you can remove it anytime."

Thank you for the reply. Can you tell me how to remove the field?

DivinaMercy_N
DivinaMercy_N
February 17, 2023

Hello there, @northiowatrader. Thanks for posting back here in the Community.

 

Currently, the option to remove the Cash back goes to field on the Deposit page is unavailable in Quickbooks Online (QBO). You can follow the recommendation of my colleague to manually remove the account on the field before saving the form as a workaround.

 

We'd love to hear more of your insights regarding this functionality so I recommend sending feedback to our product developers. This way, they can further review the deposit page and consider adding them to future updates. Please refer to the steps below:

 

  1. In your QuickBooks Online (QBO) account, navigate to the Gear icon.
  2. Next, select the Feedback option.
  3. From there, enter the details of your product comments, suggestions, and requests. 
  4. Then, click Next to submit. 

 

Once submitted, you can visit our Customer Feedback for QuickBooks Online website to track the feature request.

 

You'll also want to use the Undeposited Funds account to put and hold invoice payments and sales receipts you want to combine.

 

I'm always here if you have any other concerns about managing bank deposits in QBO. Have a good one and stay safe. 

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