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Separating deposits by payment method type

If your bank separates different kinds of deposits (checks from credit cards, for example), you can make reconciling easy by separating your deposits the same way. That way, your QuickBooks checking register will have separate deposit transactions the same way your bank statement does.

  1. Click the View payment method type drop-down.

  2. Select one of the display filters:

    • All types to display all payments.

    • Selected types to display individual payment method types or combinations of payment method types.

    • An individual payment type (Cash and Check, American Express, Discover, MasterCard and Visa, and so on).

      Note: Cash and Check, and MasterCard and Visa, are categorized as single payment method types because most banks group these deposits together.

  3. From this list, choose the payments you want to deposit.

  4. Click OK and complete the first deposit in the Make Deposits window.

  5. Click Save & New.

  6. Select another type of payment (MasterCard and Visa, for example), and repeat the process.

For QuickBooks Merchant Service users

If you have the QuickBooks Merchant Service, you can more easily match your credit card transactions with the lump sum deposits that appear on your bank statement.

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