How to categorize a deposit after marking individual invoices as paid

Hello there, mauricioclassic. Let me provide details on how categorizing works in QuickBooks Online and ensure you can categorize your sales entries smoothly.

Please know that QuickBooks will automatically match your transactions once it detects entries with similar amounts and details. Since the check is already deposited in your account, you have to delete this or undo in the program to avoid double sales.

Here's how:

1. Go to the Banking menu on the left panel.
2. Choose a specific bank. Then, click the Categorized section.
3. Find the deposit and click the Undo link.

Once done, the entry will go back to the For Review section. Then, you have to use the Find match option to locate the transactions to match so you can categorize your sales entries. You can open this article on how to perform the process: Match online bank transactions in QuickBooks Online.

In case you need steps on how to reconcile accounts to always match your bank or credit card statements and to avoid discrepancies, you can read this article: Reconcile an account in QuickBooks Online.

Let me know if you need further help with handling transactions and more details with categorizing transactions in QBO. I'm always glad to help in any way I can, mauricioclassic.

what should i match it against if i have already marked as paid the invoices? what is the correct way to do this? 

I don't believe this answers my questioin. It does not seem you took into account the first part of the explanation which I mentioned that I had already marked as paid said transaction when the check arrived. I later deposited the checks all together and now i am not sure how to categorize that deposit.

Hello there, @mauricioclassic.

Allow me to chime in and let me help you categorize that deposit in QuickBooks Online (QBO)

It appears that you have marked the invoices as paid and then deposited the checks. To properly categorize that deposit, you need to find a match for that payment or the invoices that you received payment for.

Here's how:

1. Go to the left navigation panel, and select Bank transactions/transaction.
2. In the For Review section, Find the specific payment.
3. Double-click the transaction or payment, and click Find Match.
4. Find and select the payment that you received payment.
5. Click Save.

You may also refer to this article for more detailed information and help you match the transactions to the correct accounts and avoid duplicates: Match online bank transactions in QuickBooks Online.

I'll also add this article to guide you in reconciling your accounts to always match your bank or credit card statements: Reconcile an account in QuickBooks Online.

Please feel free to leave a comment below if you have further questions regarding matching the transactions or other QBO-related questions. I'll be here to assist you.

How to fix deposits in quickbooks online that show deposited into a checking account but the deposit didn't go to my Main bank

Thanks for adding your comment, Jill. Let me provide insights about the deposit that didn't go through in your bank account. 

There are instances when payments will undergo review. By this, we can log in to your Merchant Service Center and check the status of the specific deposit. 

Furthermore, I've added this article to learn how to check if your funds are on hold: Why are my funds on hold? This way, you'll identify if it's on hold or for review. 

Additionally, this article will help you learn how to run reports in QuickBooks Online, especially tracking payments received from your customers: Run reports in QuickBooks Online.

If you need further assistance managing payments, I'll keep an eye out for the comments. Keep safe.