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T
The Paw
April 19, 2025
Question

Our POS system transfers our daily closeout by credit card type, resulting in 3 separate deposits, can you combine them all into one? I need to in order to categorize.

  • April 19, 2025
  • 1 reply
  • 0 views

We input our sales from the POS by category from our third party software sales receipt daily. Our sales then show up in quickbooks as single sum with various categories (approx 4-6). We have synced our bank transactions, and the POS transfers the sales amount by card type, but its impossible to split and match each deposit by card type AND THEN match those sales with each category based on the sales receipt we create daily. If I could combine the bank transfers to match our daily sales receipt, I think this would resolve it, but I don't see where to combine bank transactions that are linked from our bank.

1 reply

Clark_B
Clark_B
April 19, 2025

It's a great idea to combine bank transactions that are linked from your bank account, @The Paw. Allow me to provide further details about this below.

 

Currently, we're unable to combine bank transactions linked to your bank account, especially when your POS system sorts out sales deposits based on credit card types. Also, you're correct that you can only split the transactions. However, we're unable to categorize and match them with your sales receipts that you synced through your third-party POS.

 

In the meantime, I recommend sending feedback about it. We always consider customer feedback when improving or adding features. This will give us an idea of how we may improve the functionality of QBDT to meet users' needs and enhance the working experience. Here's how:

 

  1. Select the Help option.
  2. Select the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your comments or feedback suggestions.
  5. Click the Send Feedback button.

 

For more details about the feedback process, you can refer to this article: Submit feedback.

 

I'll also add this guide to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QBDT.

 

Your thoughts and opinions matter to us. Please feel free to ask if you have any other concerns about combining bank transactions. I'm always here to help.

T
The PawAuthor
April 19, 2025

Thanks @Clark_B for the reply. 

So it doesn’t sound like there is a solution to this. How would you suggest we match our deposits and transactions then, not using the sync feature with our bank might work but that unfortunately results in under-utilizing quickbooks features that are designed to make our bookkeeping easier…

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