Reconcile and match deposits in AR Workflow with Quickbooks Online.
Match a Bank Deposit with QuickBooks. Reconcile and match deposits in AR Workflow with QuickBooks Online.
Pro Tip: Selecting Undeposited Funds will allow you to match multiple payments that will go into a single deposit later.
Owners or Admins: Navigate to your business name in the top right corner of AR Workflow, and select Business Settings >> QBO Configurations.
1. Navigate to the Payment Tab.
2. Go to Deposits.
3. In a separate tab, open QuickBooks Online and click New.
4. Go to the Bank Deposit Page.
5. Go back to AR Workflow and click the Expand icon of your transaction.
6. In QuickBooks Online, select the checkbox for the transaction under the Memo column to view its details.
7. Check the details. Then, click on the Account drop-down to ensure that the correct bank account is selected.
8. Click Save and Close.
9. You can also go to the Accounting tab in QuickBooks Online to check the respective bank account to verify that the transactions are reflected there.
