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rebecca-bbga-org
December 11, 2021
Question

How can I connect a deposit to a customer account after the deposit has been recorded and reconciled?

  • December 11, 2021
  • 1 reply
  • 0 views
hundreds of credit card transactions have been booked by adding them to a new deposit. The transactions aren't showing up on our customer records even though a customer was selected when recording the deposit. The accounts have already been reconciled. Is there a way to reflect the transaction in the customer record after the fact?

1 reply

S
SarahannC
December 11, 2021

I'd like to make sure that the correct information of your concern will be addressed properly, @rebecca-bbga-org.

 

Can you share the process or steps you did when trying to view the transactions to your customer records? This way, I can further check using my resources and my QuickBooks Online test account.

 

If you're trying to add sales transactions to the account that has been reconciled, you can still add older transactions. However, you may need help from your accountant. This ensures to keep your account accurate, and data won't mess up. You can visit this link to find accountants based in the US: Find an accountant.

 

Check these articles for more details and tips:

 

 

Comment below anytime if you have more questions. I can be your further assistance. Take care, rebecca-bbga-org.

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