Method Community

Hi,

We have added the functionality of making eCheck payments thru the customer portal.  Method sends the information over to Quick Books and the payments are recorded individually as they come in. However, when the payments hit our bank account, they are grouped together as one deposit.  Clearly Electra Cash has control over that grouping.

Is there a way to have the deposits grouped in the same manner when sending over to Quick Books?

The problem is that our bookkeeper cannot reconcile the deposits on our bank statement - because there is nothing to match it up to.

Thanks in advance for your help.

Suzanne Butler

Hi Suzanne,

I found this article that might help. Point number four says if you send the payments to your Undeposited Funds account, you can group deposits in QuickBooks to match deposits to your financial institution. Let me know if this helps!

Jason