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better
December 29, 2022
Question

QB credit card transaction not being posted to correct bank account,causing transaction to not match with correct cust. name,showing multiple transaction with same name

  • December 29, 2022
  • 1 reply
  • 0 views
Something happened in my settings where the transactions are normally automatically matched with invoices, they are now unmatched, without "record found" suggestion, showing multiple transactions using same customer name. When I figured out which customer each transaction was for, I have noticed the bank account QuickBooks is "depositing" into is QuickBooks checking account. I don't use that account. When I manually change the bank account into my actual bank account, then the transaction matches again. How can I fix it to make it automatically deposit into my checking account instead of QuickBooks checking?

1 reply

Nicole_N
Nicole_N
December 29, 2022

Thanks for providing details about your concern, @better. 

 

I can help you set up how to record deposits from your QuickBooks Payments transactions automatically.

 

Here's how:
 

  1. Go to the Gear icon, then select Account and Settings.
  2. Choose the Payments tab.
  3. In the Chart of Accounts section, select the correct account and Save.

 

For more information, refer to this article: Record payments deposits and fees in QuickBooks Online. 


I've also added this article as a reference if you want to put payments into the Undeposited Funds account before you combine them into a deposit: Deposit payments into the Undeposited Funds account in QuickBooks Online. 

 

Let me know in the comment below if you have any other questions about payments deposit in QuickBooks Online. I'd be glad to lend some help. Stay safe!

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