How to View Deposits in QuickBooks?

Find the payments and fix the ones that are missing from the Bank Deposit Window

In case you notice a sales receipt or payment is missing from the screen of Bank Deposit, then the reason behind it may be the direct deposited payment to a bank account or added mistakenly to the wrong deposit.

To get this issue resolved, you should look for the missing sales receipt or payment and check whether it was deposited directly to the bank account or was added to the wrong deposit.

To find the missing payments and fix it on the window of the Bank Deposit

1. Go to the left menu and select Sales after that select All Sales
2. Then search and tap on sales receipt or payment, which you are willing to deposit
3. Now on the window of Sales receipt or Receive Payment, check whether Undeposited Funds is selected or not from the drop-down of Deposit to
4. If the selection of bank account is done from the drop-down of Deposit to then:
   1. From the drop-down select the Undeposited Funds
   2. Choose Save and Close
5. If the account of Undeposited Funds is selected from the drop-down menu of Deposit then:
   
   1. To get the deposit entry opened up, select the date of deposit present under the customer's name.
   2. To get the sales receipt or payment removed from the deposit, uncheck them.
   3. After that tap on Save and close
6. You will now be able to see the sales receipt or payment on the window of Bank Deposit

Undo the Deposit in QuickBooks

You can easily remove the deposits in the QuickBooks by using the window of Make Deposits. When the deposits are removed the payment also gets removed if the Undeposited Fund account is used by you. In case you have a plan to get the funds deposited later, then make sure that the original payment is recreated.

In case the Undeposited Funds account is not used by you and you are willing to deposit after some time, then you are allowed to leave the original payment as it is for deposit intact. In other case, you have to ensure that payment is deleted manually.

• Tap on the icon of Record Deposits present on the homepage of QuickBooks and then tap on the menu of Banking and from there choose Make Deposits
• Tap on Cancel, in case you find that the window of Payments to Deposit opens up
• Tap on Previous in order to check the transactions, till the time you can see the payment or deposit from the deposit that you are willing to remove
• Tap on the menu Edit and then choose Delete Deposit in order to get the payment or deposit removed from the deposit

Depositing the Payment

If the batch total is verified by you or you do not having a QuickBooks Payments account, then follow the steps given below:

• Go to the Banking menu of QuickBooks and then tap on Make Deposits/Record Deposits.
• On Payments to the Deposit window which appears, choose payments which you are willing to deposit after click on OK.
• Now in the window of Make Deposits, tap on the drop-down of Deposit To, and after that select the respective bank account, where you want the payment to be deposited.
• Get the date entered.
• (Optional Step) Enter the memo.
• Get the additional payment, if any, added to the deposit. make sure that the amount of the deposit should be the sum of the payments, all of them, that were deposited by you.
• Then tap on Save and Close.

To know more about Deposits, you can call the QuickBooks helpline anytime.

Issues and Questions of the Users

1. How the deposit report is run in QuickBooks?
2. How deposits are opened in QuickBooks?
3. How deposits are reversed in QuickBooks?

You can get the answers to all your questions and queries by consulting the SMB QuickBooks tech support helpdesk. Experienced professionals with extensive knowledge of SMB customer support team, are capable of removing your doubts successfully.