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April 8, 2022
Question

How can I enter a bank receipt that is not from a customer?

  • April 8, 2022
  • 1 reply
  • 0 views
I have a lodgement on my bank statement that is not from a customer how do I enter this?

1 reply

April 8, 2022

Hello, @moosedesign. I'm here to help you achieve your goal for today.

You can just enter a bank deposit without adding the customer's name to the received from. Let me guide you through:
 

  1. Click on + New.
  2. Choose Bank Deposit.
  3. From the Account dropdown, select the account you want to put the money into.
  4. Fill out all the needed information except for the Receive from tab.
  5. Then Save and close.
     

Review all your bank deposits, by running a Deposit Details report.

Here's how:
 

  1. Go to the Reports menu.
  2. Hover your cursor to the Sales and customers section.
  3. Select the Deposit Detail report.
     

To learn more about bank deposit, you can check out this article: Record and make bank deposits in QuickBooks Online

I'm adding this article for your future use: Reconcile an account in QuickBooks Online

I'll be around if you need anything else or if you have any additional information about managing your bank transactions. Stay safe and hydrated!