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March 29, 2024
Question

Can I attach multiple sales receipt to a deposit?

  • March 29, 2024
  • 1 reply
  • 0 views
my deposit was made through Venmo to my bank and I want to track my sales to my customers and attach those to deposits made from Venmo.

1 reply

March 29, 2024

Hi there sayguar,

 

I understand that managing bank transactions efficiently is crucial, and I appreciate your efforts to find ways to make it work. Let me help you deal with this matter.

 

Yes, it's possible to attach multiple sales receipts under one deposit in QuickBooks Online. 

 

If your Venmo transactions are still in the bank transactions and not yet deposited to your register, you can attach multiple documents to one deposit or transaction. Here are the steps to follow:

 

  1. Go to the Transactions tab.
  2. Click on Bank Transactions.
  3. Select the bank account where the deposit was made.
  4. Choose the transaction to which you would like to attach the receipt.
  5. Click on the attachment icon and select the document you want to attach.

 

I've included some screenshots for your visual reference. Please note that the names listed in the screenshots are just examples and not actual.

 

 

Otherwise, if the transactions have been deposited to your register, you have to edit the individual deposit to attach multiple files. 

 

Here's how:

 

  1. Go back to the Transactions Tab.
  2. Click on Chart of Accounts.
  3. Select the bank account where the deposit was made.
  4. Click on View Register and select the specific transaction would you like to attach the receipt. Then click on edit and you will be routed to the Sales Receipt tab.
  5. Click on the attachment icon and select the document you want to attach.
 

 

For more information about attachments in QBO, please refer to this article: Add or delete attachments in QuickBooks Online.

 

 Furthermore, I'm sharing this guide to help you track and review your accounts to make sure they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

 If you have more questions about managing bank transactions in QuickBooks Online, post them here in the forum. We're available 24/7 to answer each of your queries. Have a good one!