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February 19, 2023
Question

making a deposit

  • February 19, 2023
  • 1 reply
  • 0 views

Hi all, 

 

I have never used quick books and am trying to record my 2022 bank deposits.   How can I do this without having to attach to an account or invoice? 

 

We want to use quickbooks for recording purposes only.  We do not want to attach our bank to quickbooks. 

1 reply

February 20, 2023

You can use the Bank deposit feature and choose Add funds to this deposit, Laurikhazelton. Let me share the steps to help you achieve the tasks in QuickBooks Online.

 

Please know that QuickBooks is a dual accounting software so you must select an account. To guarantee that your books are accurate and you don't utilize the wrong account, I recommend speaking with your accountant.

 

Here's how:

 

  1. Click +New and select Bank deposit
  2. In the Add funds to this deposit section, enter the required fields.
  3. Click on Save and new or Save and close.

Please read this article about recording and making bank deposits in QuickBooks Online for more information.

 

For additional advice on managing your accounts and other upcoming duties for your account, check our QuickBooks help articles.

 

Thank you for choosing QuickBooks. If you have other queries, do let me know. I'm always here to help.