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How do I assign a location to a Bank Deposit? No longer seems possible.
I have been assigning bank deposit to a location for Location reporting, but it seems I no longer can. Was this removed from the new interface? Or am I missing something?
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We can adjust your bank deposit and bank transactions page to enable the location feature, gdossor.
Here's how:
- Click + New, and select Bank Deposit.
- In Show payments for this category, choose the Select radio button.
- Below, click the dropdown menu to choose a location.
- Then click Save and close.
However, if you were referring to a location on the Bank Transactions page, follow these steps:
- Go to Transactions and choose Bank Transactions.
- Under the For Review tab, select any transaction.
- Click the radio button for Categorize.
- Below, you can find the Location on the right.
- The hit Confirm.
Moreover, consider reading this article to learn how to locate funds in QuickBooks: Find missing payments you want to deposit in the Bank Deposit window in QuickBooks Online.
We're still all ears if you need further clarification or assistance managing your bank transactions.
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Thank you for the quick reply.
The dropdown menu for the 'Select' radio button does not show anything. Tested on both Chrome and Safari (on a Mac) with same problem. Tried typing in the location in the drop down field but that did not work.