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How Set Up and Print Deposit Slips in QuickBooks Online?

Set Up and Print Deposit Slips in QuickBooks Online

How Set Up and Print Deposit Slips in QuickBooks Online? We all are well aware of what the deposit slips are all about. This is the physical slip that you get after a certain amount has been deposited into the bank account. However, with the help of QuickBooks one can easily print the deposit slip, and maintain the records of the transactions every time.

Steps to Setup and Print Deposit Slip in QuickBooks Online

Foremost let us understand why we need to set up and print the Deposit slip in QuickBooks online. Well, to start with, this will go a long way in allowing you to acquire the printed version in the right format while covering up the pre-printed areas as well. Now, let us take a look at how to get the job done:

Setting Up of the Deposit Slip in QuickBooks Online

Step 1: Print the Sample Deposit Slip

This is the foremost step in being able to set up the deposit slip in QB online. For this, it is advised that you get the sample slip printed on the basic blank paper to ensure that the alignment of the same is proper. This is done to avoid wasting the pre-printed forms. To do so, you need to follow the below steps: 

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  • Click on the NEW to activate the Menu list on the QB homepage and scroll to click on the Bank Deposits.
  • Here, click on Print and select the ‘SET UP AND ALIGNMENT’ option to launch the Print Deposit Set Up page.
  • Next click on VIEW PREVIEW and PRINT sample. Next click on PRINT THEREAFTER.
  • Now, you will require to place the printed sample deposit slip over the Blank pre-printed form and hold both in light. 
  • This will enable you to check if the printed information is in the right alignment with the right areas of the form, you need to click on YES IM FINISHED WITH SET UP IN PRINT WINDOW, else click on NO, now continue the SETUP.

In the scenario that the printed page is not properly aligned with the correct areas in the form, you need to install ADOBE READER and follow the steps accordingly.

Step 2: Setting Up Adobe Reader

To be able to set up Adobe Reader, you will need to follow the below steps:

  • You need to click on the onscreen link to be able to download the current version of ADOBE READER. Now set this as your default PDF viewer after the downloading is completed.
  • Once done, you will need to check if the Print and the Pre-printed forms are ‘well aligned’. If yes, you need to click on YES, IM FINISHED WITH SET UP’
  •  
  • In case, you are not satisfied with the setting up of Adobe Reader, you can opt for FINE TUNING. This can be done in the following steps: 
  • First, compare the alignment grid in the PREVIEW window on the fine-tune alignment page.
  • Next, you will need to drag the on-screen GRID to be able to match with the PRINTOUT. 
  • Next, you will need to View Preview and Print sample and finally click on PRINT.
  • As soon as the sample is in alignment with the pre-printed form, click on Finish set up. Otherwise, you can continue with the process of fine tuning, till you get the desired results.

TO PRINT THE DEPOSIT SLIP IN QUICKBOOKS ONLINE

Once you have set up the deposit slip in QuickBook online you need to follow the steps below to be able to print them in QB online:

  • Start with clicking on NEW and next click on BANK DEPOSIT located under OTHER.
  • Next, navigate to BANK DEPOSIT WINDOW and select the CUSTOMER PAYMENT that you need to deposit.
  • Finally, click on PRINT to specify if you wish to print the deposit slip along with the Summary or Print the Summary alone. 
  • Once, done, you will need to click on PRINT. In case the PREVIEW of the Print appears blank, you will need to manually download the PDF file and open it and click on PRINT.
  • Finally, you can select close any open PREVIEW or PRINT window after the printing process is completed, and lastly, click on SAVE and CLOSE.

FAQ

Q1: How do we RECORD the Deposits in the QB desktop?

Ans: You can easily record the deposits on the QB desktop by following the below steps:

  • Click on the BANKING MENU
  • Now, select the MAKE DEPOSITS
  • Navigate to the DEPOSITS window located under the PAYMENT
  • Select the ACCOUNTS that you require to place the deposits into the form
  • Now deposit to the DROP-DOWN in the MAKE DEPOSIT WINDOWS.
  • Finally, you will need to enter the required Account number where the deposits are made
  • Click SAVE and CLOSE

Q2: How to record an upfront Deposit receipt or Retainer from a Customer in the QB?

Ans: To be able to record an upfront Deposit receipt or Retainer from a Customer in the QB you will need to follow the below step:

  • Go to the CUSTOMER menu
  • Select the ENTER SALES RECEIPT
  • Launch the CUSTOMER drop-down menu list, and select CUSTOMER or JOB.
  • Go to the DEPOSIT field and click on ACCOUNT into which you need to deposit the funds.
  • There is a chance that this field might not appear, in this case, the funds will be recorded as UNDEPOSITED FUNDS and can be deposited later on.
  • Select the PAYMENT METHOD best suited to you
  • Here you need to enter the required information like the sale, date, etc.
  • Select the upfront deposits in the detailed section and enter the amount accordingly.
  • SAVE AND CLOSE

Q3: How can we Clear the undeposited fund account in QB?

Ans: You can easily clear the undeposited funds to account in QB by following the below steps:

  • Click on the NEW
  • Select the BANK DEPOSIT
  • From the ACCOUNT drop-down menu, you will need to checkmark all the PAYMENTS that you wish to combine.
  • CLICK SAVE AND CLOSE

Q4: How to manually enter the missing bank transaction in QB?

Ans: To be able to manually enter the missing Bank transaction, you will need to follow the below steps:

  • Click on the EDIT
  • Select PREFERENCES
  • Click on CHECKING
  • Select the COMPANY PREFERENCES
  • Go to the Bank feeds and select the advanced or Express and click on OK.

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Speak to A Specialist about QuickBooks Software

Headache🥺. Huh, Save time & money with QuickBooks Support 24×7 @ +1/, we provide assistance to those who face problems while using QuickBooks (Support all U.S. & Canada Editions)

--- Support - We provide solutions for the following QuickBooks (Pro, Premier, Accountant, Enterprise, Payroll, Cloud) ---

  • Error Support
  • Data Import
  • Data Conversion
  • Payment Solutions
  • Upgradation
  • Payroll Support
  • Data Export
  • Software Integration
  • QuickBooks Printer Support
  • Complete QuickBooks Solutions
  • Tax-Related Issues
  • Data Damage Recovery
  • Installation, Activation Help
  • QuickBooks Windows Support


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