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jenop2
QuickBooks Team

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Thanks for sharing updates after using the Diagnostic Tool and File Doctor, csoffice. I have additional details that can resolve the issue when recording a bank deposit.

 

Based on the additional details you've shared, they're an indication that there's an issue with the user profile or access.

 

To delve deeper into this matter, you can ask the file Admin to create a new user profile for the company file. Then, use it to log in and create a bank deposit to further check if that's the case.

 

Here's how to create another user profile: 

 

  1. Go to the Company menu, select Users, and then click Set up Users and Roles.
  2. In the Users and Roles window, select New. Then, add a name and type in a password.
  3. Enter all other required details.
  4. Select Close in the Users and Roles window.

 

Once the new profile is created, record a bank deposit using that profile. 

 

Just in case the issue persists, the next best step is to contact our phone or chat support teams. They can take a closer look at this to make sure we get this sorted out.

 

Here's how to reach out to them:

 

  1. Go to the Help menu and select Contact Us.
  2. Click Contact Us at the bottom of the pop-up window.
  3. Type in a short description of your concern and click Continue.
  4. Log in to your account and select between Chat and Callback.

 

Let me also share these articles for additional guidance just in case you might need them: 

 

 

Feel free to seek help from the Community if you require further support with business operations and recording transactions in QuickBooks. We're always ready to offer support and help whenever you need it.

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