Add deposits
You can add deposit transactions to help you keep track of the income you receive in the course of business.
Note: You cannot change deposit transactions once you save the information. You must delete the deposit and enter the transaction again.
- In the Transactions screen,
click New Transaction, and then click Deposit.
To open the Transactions screen, click Transactions in the navigation panel.
For more information, see Transactions.
-
Enter the information.
- Date field: Defaults to the date you add the deposit.
- Category field: Classifies your deposit transactions. If you do not enter a category, OnBalance assigns Uncategorized to the deposit.
- Click Upload Receipt if you want to attach a receipt to the transaction.
- Click Save & New to make another entry, or click Save & Close to close the screen.