Set Up and Print Deposit Slip in QuickBooks Online

by James Antonio

Want to know how can you easily set up and print deposit slips in QBO?

Well, your wish is our command, we are going to dig into the process with all the details on this topic only. But before we move any further, we should know the meaning of the deposit slip and why should you print it?

Set Up and Print Deposit Slip in QuickBooks Online

A deposit slip is what you get when you deposit funds into the bank account, it comprises of name and account of the depositor and amount details as well. You can print the deposit slip from QBO to have the physical record of the transactions.

Process for Set Up And Print Deposit Slip In QuickBooks Online

Setting up the deposit slip in QBO will help you in printing it in the correct format that covers all the pre-printed form area. Let us have a look into the process steps in details:

Setting up of the Deposit Slip in QuickBooks Online

Step 1. Printing a Sample Deposit Slip

Printing a sample deposit slip is the first step in setting up the deposit slip in QuickBooks Online. It is recommended that you print the sample slip on regular blank paper so that you can correctly be aligned without wasting the pre-printed forms. You can follow the below steps to print a sample slip in QuickBooks Online:

  • First of all, click on New (+ icon) and then click on Bank deposit under the other heading.
Bank deposit
  • In this step, you need to click on print and choose ‘Set up and alignment’ to open the print deposit set up page.
  • Now click on View preview and print sample and click on Print thereafter.
  • After the above, put your printed sample deposit slip on the top of the blank pre-printed form and hold both in light.
  • Once you can see that the print information is lining up with the correct areas of the form, click on Yes, I’m finished with set up in print window, else click on No, continue set up.

In case your printed page is not aligned correctly with your pre-printed form, you will have to set up the Adobe Reader. You can follow the below steps to set up the Adobe Reader.

Step 2. Setting up of Adobe Reader

  • First click on the onscreen link to download the latest version of Adobe reader and set it up as your default PDF viewer after downloading.
  • After that, you need to click on View preview and print sample and click on print later.
  • Now you need to compare the print to the pre-printed form and click on Yes, I’m finished with set up if you are satisfied and if the information is correctly aligned.

If this does not work, you can go with the option of fine tuning, for which you can follow the below steps:

  • First, you need to compare the alignment grid in preview window on fine-tune alignment page.
  • Now you need to drag the on-screen grid to match its location to your print out.
on-screen grid
  • After that, select View preview and print sample and click on print.
  • Once the sample lines up with the pre-printed form, click on Finish set up. Else you can continue doing fine-tune alignment until it matches.

Printing up of Deposit Slip in QuickBooks Online

After completing the set up of the deposit slip in QBO, you can follow below steps to print them in QuickBooks Online:

Step 1. At first, click on New and then Bank deposit under Other.

Step 2. Now go to the bank deposit window and choose the customer payment you wish to deposit.

Step 3. Now you need to click on print to specify whether you want to print deposit slip and summary or print deposit summary only.

Print Deposit Summary

Step 4. After the above step, you can click on print. If the preview of the print appears as blank, you need to manual download the PDF file, open it and give print command there.

Step 5. Now you can close any open previews or print window after completing the printing process and click on Save and close.


Need Some one on one QuickBooks Assistance?


Can you let me know the Process of Recording the Deposit in QuickBooks Desktop?

First, click on the Banking menu > select make deposits. After that, go to the deposit window under the payment and select the payments you wish to combine. Now select the accounts you want to put the deposit into from and deposit to drop-down in the make deposit window. After this, you need to enter the needed amount in making the deposit and click on save and close.

How can I record an upfront Deposit Receipt or Retainer from a Customer in QuickBooks?

At first, go to the customer menu and choose enter sales receipts. Now from the customer job drop-down list choose the customer or job. Now in the deposit to the field, select the account into which you wish to deposit the fund, in case this field does not appear, the funds will be identified as undeposited funds and can be deposited later. Now choose the payment method, enter relevant info like date, sale no, etc. Choose upfront deposit in the detail section and enter the amount in the correct field after that you can click on the save & close button.

Can you list Down the Steps to Clear undeposited Fund account in QuickBooks?

First of all, click on +New icon and choose Bank deposit. Now from the account drop-down menu, select the account where you want to deposit the money or funds. Now you need to put a check-mark against each payment you want to combine and then you can click on save and close. This will clear the undeposited fund in QuickBooks.

How can I manually Enter the missing Bank Transactions in QuickBooks?

Start by clicking on the edit button and then click to choose preferences. Now select checking and then pick the company preferences button. Now go to the bank feeds section choose advanced or express and click on Ok.

Features of Dancing Numbers for QuickBooks Desktop

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Dancing Numbers supports all QuickBooks entities that are mentioned below:-

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Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
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Statement Charge

Vendor Transactions

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Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

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Employee Payroll
Wage Items

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Vehicle Mileage

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Accountant Premium

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

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To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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