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March 23, 2021
Question

I try to add deposit to my checking account but only get a vender list and not acustomer list.

  • March 23, 2021
  • 1 reply
  • 0 views
I do not get a customer list when I try to add deposit

1 reply

March 23, 2021

Welcome to the Community, keith59.

 

I'll make sure you can add a deposit with a customer list. 

 

Here's how:

 

  1. Go to + New, then choose Bank deposit.
  2. From the Account ▼ drop-down, choose the bank account you want to add the money into.
  3. From the Received money from ▼ drop-down, choose the customer's name.
  4. If there is none, click on Add new, enter the customer's name, then choose Customer from the Type.
  5. Click on Save.
  6. Choose the correct account and the payment method.
  7. Click on Save and Close.

You can also manage your bank deposits to check other options for bank deposits.

 

Let us know if you have further questions about completing your bank deposits. I'd be right here anytime.