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SJAD
March 27, 2023
Question

Profit & Loss Report

  • March 27, 2023
  • 1 reply
  • 0 views

Ck Deposits and ACH to my bank account are reflecting in my Sales account affecting the real sales balances, the last accountant used to match deposits in the Banking area with my Sales acct. What should I do to correct this, how to set receiving deposits to the correct acct?

1 reply

Candice C
Candice C
March 27, 2023

Hey there, @SJAD. 

 

It's great to see you back in the Community. Let me share some insight on helping you correct these details. 

 

You can easily change the account listed in the transaction if need be for the ones that already have the wrong account listed. However, if the deposit is tied to an invoice, this may be why it shows the current way it does. 

 

To ensure that you won't have this problem in the future, I recommend editing the Deposit to account option. Here's a guide that will help you do this action: 

 

Change the deposit bank account for QuickBooks Payments

 

Also, as a future reference, check out this link to assist you: Categorize and match online bank transactions in QuickBooks Online. 

 

Feel free to come back if you need any more assistance. We're always here to lend a helping hand. Take care! 

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