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M
Mike F
June 14, 2021
Question

For bank deposits is there a way to attach copies of these checks someplace?

  • June 14, 2021
  • 1 reply
  • 0 views

When I deposit checks from customers for paid invoices I make copies of them for record keeping. In QBO is there a way or place I can store these copies or attach them to recorded deposits?

1 reply

Angelyn_T
Angelyn_T
June 14, 2021

 Hi, Mike.

 

Yes, you have an option to attach the copies of your deposits as attachments to QuickBooks Online (QBO). I'm here to guide you how.

 

  1. Open the transaction (Invoice, Receive Payment, or Bank Deposit) where you want to attach those checks. 
  2. Scroll down to the Attachments section, then choose the file you want to attach. QuickBooks accepts the following file types:
    • PDF
    • JPEG
    • PNG
    • DOC
    • XLSX
    • CSV
    • TIFF
    • GIF
    • XML
  3. Save the transactions.

 

To learn more about adding attachments to your customers or vendors transactions, you can open this link: Attachments in QuickBooks Online.

 

Moreover, you can check out the topics from our help articles for more hints and resources while working with your sales and other customer transactions. Here's the link: Topics about your company's income and customers.

 

If you have any other follow-up questions about adding deposit checks to your customer's transactions, let me know by adding a comment below. I'm more than happy to help. Have a good one!

    M
    Mike FAuthor
    June 14, 2021

    Hello Angelyn,

     

    Thank you for your assistance. Any version of QBO will allow this? I'm currently migrating over from QBD to QBO.

     

    One further question, when I make my deposits it's usually with a few different checks from different customers. So when I scan them into the desktop there may be 3-7 of them. So for your solution I would have to start scanning them separately for each customer?

     

    Just to clarify a bit, I have a bookkeeper record the deposits in QB. I just provide them with the check copies.

     

    Thanks! 

    M
    MirriamM
    June 14, 2021

    Hello again, Mike F.

     

    The option to add attachments to your transactions is available in all versions of QuickBooks Online (QBO). As for your other question, you're right that you'll need to scan each deposit and attach it to the specific customer. 

     

    To know more about adding attachments in QBO, see this article: Attachments in QuickBooks Online.

     

    For more information about converting your account from QuickBooks Desktop (QBDT) to QBO, look at this link: Learn about converting from QuickBooks Desktop to QuickBooks Online.

     

    Feel free to reach back out if you have any other questions. I'll be more than happy to answer it for you. Have a great day. 

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