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steve138
February 4, 2024
Question

What happened to matching deposits to bank transactions? The deposits page is different now

  • February 4, 2024
  • 1 reply
  • 0 views
The deposits page used to show me a list of undeposited funds. I would then match them to bank transactions on another page, and both would then be saved. I would also indicate credit card charges there. The transaction would:
- Credit undeposited funcd
- Debit credit card fees (expense account)
- Debit the bank account

1 reply

JaeAnnC
JaeAnnC
February 4, 2024

Hello there, steve138.

 

In some cases, software updates can lead to changes in the user interface. However, we'd appreciate it if you could provide a screenshot of your Deposits page in QuickBooks Online (QBO), so we can have a visual of the issue and walk you through matching deposits to bank transactions.

 

In the meantime, you can relay your feedback directly to our software engineers. This way, they can review your suggestion and may take it into consideration in our future product updates.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your request, then click Next.

 

Moreover, it's a good practice to reconcile your accounts monthly to ensure they correspond to your bank statements. Doing so guarantees that they are balanced and accurate.

 

Stay in touch whenever you have further questions about bank deposits. I'm available 24/7 to assist. Keep safe, and have a good one.

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