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October 12, 2024
Question

Where do I go in Quickbooks to enter the small amounts deposited to my bank? I'm trying to connect a new checking account. Thank you.

  • October 12, 2024
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1 reply

October 12, 2024

Hi there, rootacupuncture. I'm happy to help you navigate where you can verify your bank account in QuickBooks Online by entering the test transaction amounts.

 

First, ensure that you're logged in to QuickBooks as a Primary Admin or a Master Admin. Then, if you were verifying your bank account for payroll, you can continue by following these steps:

 

  1. Go to the gear icon, and then head to Payroll settings.
  2. In Bank accounts, click the pencil icon.
  3. Select Verify Amount, then enter and confirm the amount.

 

On the other hand, you can follow these steps if you were adding a new bank account to pay from:

 

  1. Open a bill and press Schedule Payments to add or update the bank account you pay from.
  2. Click Select account.
  3. If you've already entered the bank account details, the name and account number should be visible. Head to the Verify this account link.
  4. Enter the amounts of the deposits.

 

For more detailed information, refer to these helpful articles:

 

 

I'll also leave this article on generating reports to obtain valuable data about how your business is performing: Run a report in QuickBooks Online.

 

Let me know if you have additional questions or need further assistance in handling your bank accounts and transactions in QuickBooks Online, rootacupuncture. I'll be around to ensure your concerns are taken care of.