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D
DAM123
February 23, 2023
Question

how to post to a receipt from a linked banking account so that it shows in customer transactions

  • February 23, 2023
  • 1 reply
  • 0 views

With linked banking accounts, how do I create a receipt so that the transaction shows up in customer transaction list

 

1 reply

M
Mich_S
February 23, 2023

I'd like to clarify something so that we're all on the same page when it comes to receipts, @DAM123.

 

Based on your scenario, I believe you are referring to a customer receipt for sales. If so, it will be displayed on the customer list page as soon as it is created.

 

Moreover, you must ensure that the Sales Receipt from the Banking page is properly matched. This prevents the account from receiving double income. Here's how to match:

 

  1. Open the Banking menu.
  2. Go to the Banking tab and select the blue tile for the account where the SR is.
  3. Locate the transaction to match the SR, then click on Match.

 

Here's a snapshot for visual reference:

 

 

On the other hand, if you want to add a receipt for expenses, then you can upload it to the Banking page. See this for the detailed steps: Upload your receipts to QuickBooks Online.

 

Lastly, I'll attach these articles to learn more about how to manage bank transactions and resolve discrepancies in account balances.

 

 

I'll be around if you have other concerns with banking, receipts, customers, or QuickBooks. Just post a reply below. Have a great rest of the week!

D
DAM123Author
February 24, 2023

I am talking about membership dues (which is our only source of income, other than donations).  We don't bill for them thru QBO.  I usually just enter my information thru bank deposits.  Also my bank accounts are linked so I also put the customer name in there.  Unfortunately, the customer name doesn’t appear on reports processing deposits that way.

 

M
Mich_S
February 24, 2023

Thanks for explaining things out, @DAM123.

 

I'm here to make sure that entering bank deposits into QuickBooks Online goes smoothly for you.

 

At the moment, there are no known issues with customer names not showing up on bank deposits. I also tried to make a deposit, and I was successful in adding the customer's name.

 

You're probably experiencing a browser-related issue. Sometimes a browser will act weirdly because of a cache that has been stored for a long time. Let's perform some basic troubleshooting steps in order to isolate this issue.

 

Start by logging in to your QBO account using an incognito page. Here are the shortcut keys to open it:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + N

 

If this works, then you'll need to clear your regular browser cache. This fixes any unusual browser problems moving forward.

 

If not, use another compatible browser.

 

I've also included these helpful modules to learn more about how to manage deposits and personalize invoices in QBO.

 

 

You can always post again if you have additional QuickBooks or banking concerns. I'm always ready to guide you through. Take care!

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