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Account management
Hello, @clr9.
In QuickBooks Online (QBO) a Bank Deposit will not show up on the customer/donor transaction list page unless you use an Accounts Receivable (A/R) account.
To record this, you'll have to create a Sales Receipt for each customer/donor, deposit it to Undeposited Funds account. Then, create a Bank Deposit to record it to your checking account.
Here’s how to create a sales receipt:
- Select + New and click on Sales receipt.
- Provide all the necessary information.
- Choose Undeposited Funds account from the Deposit to drop-down.
- Click Save once you’re done.
You can now create a bank deposit to deposit it to your checking account:
- Go to the + New button and choose Bank Deposit.
- Select the checking account from the Account drop-down menu.
- Click the box for each donations that you want to combine.
- Select Save and close or Save and new once you’re done.
Check this article for more information:
Let us know if there’s anything that you need. We’re always here to assist. Have a wonderful day!