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How Do I Edit a Bank Deposit in QuickBooks Online?

Published in Accounting Software 2 mins read

You can edit a bank deposit in QuickBooks Online by following these steps:

  1. Go to the Banking tab: Click on the "Banking" tab in the left-hand menu of your QuickBooks Online account.
  2. Find the deposit: Locate the deposit you want to edit in the list of transactions.
  3. Open the deposit: Click on the deposit to open it.
  4. Edit the deposit: Make the necessary changes to the deposit details, such as the date, amount, or payment method.
  5. Save the changes: Click "Save" to finalize the edits.

Here are some specific examples of how you might edit a bank deposit:

  • Correcting a typo: If you entered the wrong amount, you can edit the deposit to reflect the correct amount.
  • Adding a missing payment: If you forgot to include a payment in the original deposit, you can add it to the deposit.
  • Changing the deposit date: If the deposit was made on a different date than what you initially recorded, you can edit the date to reflect the correct date.

Remember:

  • Make sure you have the right permissions to edit bank deposits in QuickBooks Online.
  • You can only edit deposits that have not yet been reconciled.

By following these steps, you can easily edit bank deposits in QuickBooks Online and ensure your financial records are accurate.

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