Easily Insert Field Settings from the Deposit Receipt

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How to Insert Field Settings from the Deposit Receipt

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Ive had several people ask me over the last couple of weeks how to add Fields specifically to the group profile screen most of them have been how to add a field for the second deposit due date so Im just going to make this video to actually walk you through that exact item so the first thing youre going to want to do is go to your manage generics and edit Fields now only admins can do this so if youre an IC under an account you will want to show this video to your agency admin so they can add it but Im going to click on edit Fields now this is where a lot of people are getting stuck with this because normally youre going to select the screen that you want to go on but theres no screen for group and the reason for that is because the group profile and the client profile screen are actually the exact same screen to the back end of the system it just looks differently depending on which screen youre actually on um so in here were going to select profile to just narrow the listing

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How do I use the deposit field in QuickBooks online?

Go to Get paid pay or Sales, then select Invoices (Take me there). Find the invoice you want to add a deposit to, then select Edit ✎. Enter the amount in the Deposit field. From the Deposit to ▼ dropdown menu, select Payments to deposit or Undeposited funds.

How to add deposit account to sales receipt in QuickBooks Desktop?

When recording the sales receipt, set the DEPOSIT TO drop-down menu to your bank account (where you connected the bank). If youve already recorded the receipt, create a bank deposit: Click the Banking menu, then select Make Deposits. Check the amount from the sales receipt.

How do I match a sales receipt to a deposit in QuickBooks?

Then, follow the steps below: Select the + New button, then click Bank Deposit. Choose the account you want to put the money into.Heres how: Open your sales receipt. Next to your line item, add the fee. See the sample below: Save it after, then match it to your downloaded transaction.

How do I edit a deposited sales receipt in QuickBooks?

Heres how to edit the information. In the QuickBooks Online mobile app, tap Menu ☰. Select the ALL tab. In the Money in section, select Sales receipts or Invoice payments. Select the sales receipt or invoice payment that you want to edit. Select Edit ✎. Make changes, then select Save.

How do I record deposit from sales receipt in QuickBooks?

2:41 3:55 Make sure to select the correct bank account and date. When you save the deposit quickbooks movesMoreMake sure to select the correct bank account and date. When you save the deposit quickbooks moves the money from undeposited funds into your bank. Account just like your actual bank deposit.

How do I record a sale deposit in QuickBooks?

On the Homepage, select Record Deposits / Make Deposits. In the Payments to Deposit window, select the payments you want to combine. Then select OK. In the Make Deposits window, select the account you want to put the deposit into from the Deposit to dropdown.

How do I receive a payment from a sales receipt in QuickBooks?

From the QuickBooks Home page or the Customers menu, select Receive Payment. In the Received From drop-down, select the customers name. Enter the Amount received. Make sure the date is correct, then choose the Payment method.

How do I add a deposit to a sales receipt in QuickBooks desktop?

Matching Sales Receipts and Payments to Bank Deposits Select + New. Click Bank Deposit. From the Account ▼ drop-down list, choose the account you want to put the money into. Select the checkbox for each transaction you want to combine. Make sure the total of the selected transactions matches your deposit slip.

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