To access this feature, you must be on Goodshuffle Pro Standard or above.
Any Online Transactions will automatically create a Deposit in QuickBooks Online (Article).
As Offline Transactions are payments captured through cash, check, or any other means outside of our payment processor, Stripe, there will not be a Deposit automatically created.
Stripe doesn't know when you've actually cashed those funds in your bank.
For example, I received a Check for $500.00 on 4/13/21.
The check was in my wallet over the weekend, and I was able to go to the bank to deposit it on 4/19/21.
If you're depositing a single check that paid a single project, you can 'Match' the bank transaction directly to that Payment record.
Use the Bank Deposit steps below whenever one bank deposit holds more than one Goodshuffle Pro payment: several checks deposited together, or one check that paid more than one project.
The Invoice and Payment for that transaction will automatically sync with QuickBooks Online.
However, these funds will be in Undeposited Funds until you create a Deposit in QuickBooks Online and Match it to the Transfer Record reported by your connected bank account in QuickBooks Online.
In QuickBooks Online, click 'New' and 'Bank Deposit':
Then, add the Date you cashed the check with your bank.
Next, include the check (or other payments) you included in this deposit.
After, click 'Save and Close'.
You will then be able to Match this Deposit with the Transfer Record reported by your bank.
One Check That Pays More Than One Project
Payments in Goodshuffle Pro are recorded per project, so a single check that covers two projects is entered as two payments. QuickBooks Online will still show one deposit that matches your bank.
In Goodshuffle Pro, record an offline payment in each project for the amount that applies to it (for example, $1,000 in Project A and $1,000 in Project B). Leave sync to QuickBooks Online on for both.
Use the same check number as the reference on both payments, and add a note such as "Part of one $2,000 check."
In QuickBooks Online, click New, then Bank Deposit.
Enter the date you deposited the check.
Select both payments from Undeposited Funds. The deposit total should match the check.
Click Save and Close.
In the Banking tab, match the deposit to the transaction from your bank. Choose Match, not Categorize.
Don't check Disable Sync on either payment. A payment with sync disabled never reaches QuickBooks Online, so its invoice stays open there and the deposit total comes up short.
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