How to Make a Cash Deposit and Match Funds in QBO
When a cash deposit is made for the clinic, the Clinic Manager will go into QBO to move the invoices from Undeposited Funds to match with the bank deposit. Here is how to do this:
Collecting Payment - Cash
COLLECTION PAYMENT- CASH Policy: * Only authorized employees can handle company cash. * The safe should be used to store all cash in the back office. * Cash should be regularly deposited in the safe. * Cash should be secured under lock and key when not in use. * Two authorized employees should always be pr…
