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Replying to:
MarkAngeloG
QuickBooks Team

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Hi there.

 

We appreciate you bringing this concern to our attention and providing detailed information about sales receipts in QuickBooks Desktop for Mac. The deposit tab needs to be refreshed every time you add a new transaction. Let me provide you more information about this.

 

The deposit window will not refresh automatically after entering a new sales receipt, it needs to be reopened to ensure your newly created sales receipt reflects. Your current workaround to close and reopen the deposit tab is the best possible solution. 

 

Moreover, if you connect your bank and credit card accounts, you'll automatically receive all your bank transactions into your QBDT Mac account. All you need to do is categorize the downloaded transactions to post them directly to your bank register.

 

Furthermore, you can also consider reconciling an account in QBDT Mac. This will help ensure your bank statement matches your QBDT Mac records.

 

Let me know if you need help with reconciling an account or have any other concerns in QBDT Mac. I'm always here to assist.

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