Sales & getting paid
Making a bank deposit
Move payments from Undeposited Funds into your bank account as one deposit.
- 1Go to Deposits and start a new deposit.
- 2Choose the bank account and date.
- 3Tick the payments and cash sales that went into this deposit. You can add other lines too (e.g. a refund from a supplier).
- 4Check the total matches the deposit slip or bank line, then save.
After saving, the deposit appears as one transaction in your bank register, ready to match to the bank feed.