The behavior you’ve encountered is how the program currently operates, tlenzmeier. I want to assure you that you're handling it correctly. I'll also lay down the reason behind this and discuss how you can effectively manage your transactions.
While entering new sales receipts, if the Deposit window is already open on your screen, it doesn't dynamically update with new transactions. This is because the opened window holds and displays the information available up to the point when it was first opened. To see the latest transactions, you will indeed need to close the window and reopen it. This refreshes the data shown, pulling in all recent entries from the Undeposited Funds account.
To learn how to personalize or design your sales forms in QuickBooks Desktop for Mac, check out this article: Customize form templates.
Circle back anytime if you run into questions while logging your other income entries. I'm here to help make your bookkeeping journey smoother.
