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March 19, 2025
Question

hi there. i have set up a project and am trying to add a bank deposit to that project but it wont work

  • March 19, 2025
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1 reply

March 19, 2025

Let us share some information on how to add a bank deposit to the project in QuickBooks Online (QBO), madeline6. 

 

Let's make sure the project has been created and is active. Then, navigate to the "Projects" section from the left-hand menu and verify the project details. Once done, we need to select the customer associated with the project in the "Add funds to this deposit" section when making a deposit.

 

 

Here's how:

 

  1. Click the + New Plus icon. 
  2. Select Bank deposit.
  3. From the Account ▼ dropdown, select the account you want to put the money into.
  4. Choose the checkbox for each transaction you want to combine.
  5. Scroll down to the Add funds to this deposit section if necessary.
  6. In the Received From column, select the customer associated with the project.
  7. In the Account column, choose the appropriate income account.
  8. Fill in the Amount field with the deposit amount.
  9. Choose the appropriate payment method in the Payment Method column.
  10. Press Save and new or Save and close.

 

You can check out this article for more details about creating deposits: Record and make bank deposits in QuickBooks Online.

 

By following these steps, the bank deposit should now be added and linked to the specific project. This process ensures that all funds received are accurately tracked and associated with your particular project in QBO. If you encounter any issues, double-check to ensure the project and customer selections are correct. If the project isn't is not showing, verify that it's set up correctly and active.

 

Moreover, you can refer to these articles on how to effectively manage your projects in the program:

 

 

If you require additional assistance with managing your projects or any QuickBooks-related concerns, feel free to comment below or visit the Community space. We're here to provide the best guidance and support to help you find the right solution for your every concern, madeline6.