Bank Deposits - Documentation - Count My Bucks

Bank Deposits

Group multiple payments into a single deposit that matches your bank statement.

Bank Deposits screenshot

How to use it

Open Bank Deposits from the Accounting menu, click New Deposit, select the undeposited payments to include, add any additional funds, choose the destination account, and save.

Configuration

Requires undeposited customer payments to group, or additional-funds detail if recording a non-payment deposit.

Details

Menu locationAccounting menu, Bank Deposits.
Who uses itBookkeepers whose bank shows one lump-sum deposit for several payments
Prerequisites Payments

Related pages

See which plan includes Bank Deposits on pricing, or how Count My Bucks compares to QuickBooks.

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