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Sorting the Deposit Screen QBPro 2008

 

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Subject Author Date
Sorting the Deposit Screen QBPro 2008 damirkukec 05-27-2008
Posted by damirkukec on May 27, 2008, 10:04 pm
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I recently upgraded my QBPro 2005 to 2008. Using the make a deposit
window, I was able to set method of payment (MC & VISA), as the cc
company often makes deposits which include both VISA and MC
purchases. Using the 2005 version, the deposit window would order the
deposits by date only. The 2008 version now orders the deposits by
date and method of payment, making it difficult to identify which
transactions make up which deposit.

Has anyone run into the same problem, and how can I change the window
to sort the deposits by date only for either VISA or MC purchases?

Damir

Posted by aps on May 28, 2008, 3:09 am
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damirkukec@bellsouth.net wrote:

>I recently upgraded my QBPro 2005 to 2008. Using the make a deposit
>window, I was able to set method of payment (MC & VISA), as the cc
>company often makes deposits which include both VISA and MC
>purchases. Using the 2005 version, the deposit window would order the
>deposits by date only. The 2008 version now orders the deposits by
>date and method of payment, making it difficult to identify which
>transactions make up which deposit.
>
>Has anyone run into the same problem, and how can I change the window
>to sort the deposits by date only for either VISA or MC purchases?
>
>Damir

You should enter your deposits according to your settlement batch totals with
VISA &
MC (daily, weekly, etc) to match your merchant statement. Each settlement batch
total
should match your bank deposit for each settlement.


Posted by qbhelper@jenniferthieme.com on May 28, 2008, 10:33 am
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On May 27, 7:04=A0pm, damirku...@bellsouth.net wrote:
> I recently upgraded my QBPro 2005 to 2008. =A0Using the make a deposit
> window, I was able to set method of payment (MC & VISA), as the cc
> company often makes deposits which include both VISA and MC
> purchases. =A0Using the 2005 version, the deposit window would order the
> deposits by date only. =A0The 2008 version now orders the deposits by
> date and method of payment, making it difficult to identify which
> transactions make up which deposit.
>
> Has anyone run into the same problem, and how can I change the window
> to sort the deposits by date only for either VISA or MC purchases?
>
> Damir

Hi Damir,

The "Make Deposits" screen did not change at all between QB 2005 and
2008 - they function exactly the same in both versions.

It sounds like you process your customer's credit card payments
outside of QB... is this true?

Also, how do you record receipt of the payment from the customer? Do
you use the "Receive Payments" screen? I ask these things because I
can't visualize your problem. If you could describe your process in
greater detail, with the names of the screens you use, this would be
helpful.

Jennifer
http://www.jenniferthieme.com

Posted by GS on May 29, 2008, 9:52 am
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In article <d01d899b-c510-4c9f-8b5e-
fb7ed216e81b@q27g2000prf.googlegroups.com>, jathieme@gmail.com says...
> On May 27, 7:04=A0pm, damirku...@bellsouth.net wrote:
> > I recently upgraded my QBPro 2005 to 2008. =A0Using the make a deposit
> > window, I was able to set method of payment (MC & VISA), as the cc
> > company often makes deposits which include both VISA and MC
> > purchases. =A0Using the 2005 version, the deposit window would order th=
e
> > deposits by date only. =A0The 2008 version now orders the deposits by
> > date and method of payment, making it difficult to identify which
> > transactions make up which deposit.
> >
> > Has anyone run into the same problem, and how can I change the window
> > to sort the deposits by date only for either VISA or MC purchases?
> >
> > Damir
>=20
> Hi Damir,
>=20
> The "Make Deposits" screen did not change at all between QB 2005 and
> 2008 - they function exactly the same in both versions.
>=20
> It sounds like you process your customer's credit card payments
> outside of QB... is this true?
>=20
> Also, how do you record receipt of the payment from the customer? Do
> you use the "Receive Payments" screen? I ask these things because I
> can't visualize your problem. If you could describe your process in
> greater detail, with the names of the screens you use, this would be
> helpful.
>=20
> Jennifer
> http://www.jenniferthieme.com
>=20

I also recently upgraded from 2005 to 2008. The make deposit window is=20
NOT the same as in 2005. It is now sorted by Payment Method/Date.=20
Previously it was sorted by Date only. I can see no way to change the=20
sort order.
Greg

Posted by damirkukec on May 29, 2008, 12:23 pm
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> In article <d01d899b-c510-4c9f-8b5e-
> fb7ed216e...@q27g2000prf.googlegroups.com>, jathi...@gmail.com says...
>
>
>
>
>
> > On May 27, 7:04=A0pm, damirku...@bellsouth.net wrote:
> > > I recently upgraded my QBPro 2005 to 2008. =A0Using the make a deposit=

> > > window, I was able to set method of payment (MC & VISA), as the cc
> > > company often makes deposits which include both VISA and MC
> > > purchases. =A0Using the 2005 version, the deposit window would order t=
he
> > > deposits by date only. =A0The 2008 version now orders the deposits by
> > > date and method of payment, making it difficult to identify which
> > > transactions make up which deposit.
>
> > > Has anyone run into the same problem, and how can I change the window
> > > to sort the deposits by date only for either VISA or MC purchases?
>
> > > Damir
>
> > Hi Damir,
>
> > The "Make Deposits" screen did not change at all between QB 2005 and
> > 2008 - they function exactly the same in both versions.
>
> > It sounds like you process your customer's credit card payments
> > outside of QB... is this true?
>
> > Also, how do you record receipt of the payment from the customer? Do
> > you use the "Receive Payments" screen? I ask these things because I
> > can't visualize your problem. If you could describe your process in
> > greater detail, with the names of the screens you use, this would be
> > helpful.
>
> > Jennifer
> >http://www.jenniferthieme.com
>
> I also recently upgraded from 2005 to 2008. The make deposit window is
> NOT the same as in 2005. It is now sorted by Payment Method/Date.
> Previously it was sorted by Date only. I can see no way to change the
> sort order.
> Greg- Hide quoted text -
>
> - Show quoted text -

I agree with Greg. I will contact QB directly to see if they have a
solution. I'll keep you posted.

Damir

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