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Note: When you receive a payment on an invoice, the payment is automatically deposited into the account you chose when you received the payment. You do not need to deposit these funds again. |
You can add funds to an account to record any deposits you make, for example, a rebate check.
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Note: When you receive a payment on an invoice, the payment is automatically deposited into the account you chose when you received the payment. You do not need to deposit these funds again. |
To deposit funds to an account:
Open the account you want to add funds to and click Record a Transaction, then choose Deposit.
Enter the name of the person or company you received the funds from in the Received From field.
(Optional) Choose the payment method: Check, Cash, Debit Card, or Online/EFT (electronic funds transfer).
(Optional) For checks, enter the check number.
Choose the other account(s) that best represents why you received the money and enter the amount to be recorded for each account.
(Optional) Add a note for the entry. You can also add a memo for the entire transaction in the field at the bottom of the form.
If you need more entry lines, click Add Line.
The total amount of this transaction will be added to your bank account.
Click Save.
