AlcaeusF
Moderator

Banking

Hello there, skibumps90,

 

Thank you for posting in the Community. I have some insight to provide you regarding your concern about making deposits.

 

When creating the deposit through the Make Deposits option, it'll not automatically add the payee on the bank register. You'll need to go to Chart of Accounts and manually enter the payee on the transaction.

 

Here's how:

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Double-click to open your bank account.
  4. Search for the transaction and add the payee.
  5. Click Record.
  6. Click Yes.

Once done, the deposit will be showing on the Customer Center section of QuickBooks. I'm adding screenshots below for your reference on the Payee field.

 

I look forward to serving you at my best. That said, you can reach me anytime by posting a response below.