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February 15, 2024
Question

How do I enter a deposit?

  • February 15, 2024
  • 1 reply
  • 0 views
I have received from several donors, and want to enter each deposit individually/.

1 reply

February 15, 2024

Hi there, 

 

Thanks for connecting with us in the Community. QuickBooks offers a versatile accounting platform that simplifies the way you manage your income and expenses. I'll be happy to steer you in the right direction so you can continue to do the things you love.

 

In order to link your deposits to your sales forms, you'd first need to add the deposit field to your sales receipts/invoices.

 

Here's how to add a deposit field.

  1. Go to Settings ⚙, then select Account and settings.
  2. Go to Sales.
  3. In the Sales form content section, select Edit ✎.
  4. Turn on Deposit.
  5. Select Save, then select Done.

 

To see the deposits in your deposit detail report, make sure to group them with other payments to deposit.

 

  1. Find the sales form you want to add a deposit to, then select Edit ✎.
  2. Enter the amount in the Deposit field.
  3. From the Deposit to ▼ dropdown menu, select Payments to deposit or Undeposited funds.
    Note: If you select a bank account, it won’t show up on your deposit detail report. The deposit detail report only shows deposit transactions and payments deposited directly to the bank.
  4. Select Save and close.

Here's a helpful article that shows you how to: Record and make bank deposits in QuickBooks Online.

 

Let me know if you have other questions. I'm here to steer you in the right direction.