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December 13, 2024
Question

no way to clean up UF on QBDT is there

  • December 13, 2024
  • 1 reply
  • 0 views

anyone ever figured out how to clean up UF on QBDT

1 reply

December 13, 2024

Thank you for connecting with us here in the Community, Joby.  I've got some troubleshooting steps to help clean up your Undeposited Funds on QuickBooks Desktop (QBDT) account.

 

To verify it correctly, I'd like to know what you mean by "no way to clean up UF"? Did you receive an error when attempting to clean it up?

 

If so, you can verify and rebuild your data to scan your file for errors or data damage and fix common issues. 

 

Undeposited Funds can be cleaned up by depositing your payment transactions to the correct bank account. To do that, here's how:

 

1. Click the Banking menu, and select Make Deposits.

2. In the Payments to Deposit window, choose the payments you want to deposit. Then, click OK.

3. Select the account you want to put the deposit into from the Deposit To dropdown.

4. Enter the date you made the deposit at your bank and add a memo if necessary. Once completed, click  Save & Close.

 

Furthermore, if you want to learn more about the Undeposited Funds account, feel free to read this article: Deposit payments into the Undeposited Funds account in QuickBooks Desktop.

 

After completing the process, you can use the Check or the Deposit Detail Report to show specific transactions and other transactions they are linked to, including an invoice and its payment.

 

If you find yourself needing help cleaning up your Undeposited funds, you know where to seek help. We're always here to support you.