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BHEHOA
February 1, 2021
Question

Splitting a deposit into multiple customer credits

  • February 1, 2021
  • 1 reply
  • 0 views

We receive donations from homeowners into a not-for-profit entity.  Multiple checks are received at once and deposited.  How do I take the one large deposit and assign each check to an individual homeowner for tracking purposes?

1 reply

MarsStephanieL
MarsStephanieL
February 2, 2021

Hi there, @BHEHOA.

 

I can see the business type is a non-profit. you can deposit with multiple customers if it's an income account.

 

To do that, create a Receive payment transaction and post it to Undeposited funds. Then, Make a deposit screen and select all the payments for this deposit.

 

 

I've added some articles to help you with the process:

 

You may consider reviewing this article when you're ready to match your bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

That should do it! Feel free to let me know if you have other questions about recording your payments. I'm always here to help.

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