hello group.
i group multiple payments into 1 deposit, no problem, however, i often have many credit card charges grouped together, into 1 deposit aswel. sometimes, however, i have credits (refunds) to customers, which should also be included in these deposit groups. there may be 20 charges, and 1 credit in the same group deposit.
Is there any way to group a credit or refund into the same deposits?
thanks in advance.
Using QB Premier 2006 (Acc't version): On the Make Deposits screen, select your payments for deposit, and then you can enter the credit refunds as separate lines, as long as there is a net positive (or nil) deposit amount. I believe you can also use the "Cash back" part of the deposit slip to do something similar.
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That worked great, thank you. I have made the deposit, with the credit, however, all the items are still listed in the make deposit window when I make new batch deposits. Shouldn't these get cleared out? How can I remove these items from the list of "payments to deposit" now? They are all still listed there. Thanks again.
I'm afraid I can't recreate your result. For me, the items selected on the deposit do get cleared out of Make Deposit window. Just to be clear - the deposit seems to have worked otherwise? The entry shows in bank and Undeposited Funds? Have you tried removing the credit line and seeing if that makes a difference in clearing the payments from Make Deposits screen?
I'm not sure what else to suggest. Perhaps someone else can be of further help? vcard
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Hi again, yes, the deposit is in the register, and payments are applied, and there is no balance in the undeposited funds account. However, when i make a new batch deposit, they are all still listed. Very strange. I tried to reaply them, but it creates another deposit, which is incorrect. I tried removing the credit, however, they are still listed in the undeposited funds window. very strange. some kind of glitch, i guess. kinda anoying for future deposits. maybe i should verify data and see if that helps.
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