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J
jsc983
March 3, 2026
Question

Can I replace the use of class to categorise Bank Deposits without using SalesReceipts?

  • March 3, 2026
  • 7 replies
  • 19 views

I receive booking fees for around 75 courses. I post to a liability account. Received From=Payer, Class=course code. I want to stop using class and use project/Sub-Customer instead. Is there no way to access all the fields I require from the Bank Feed?

7 replies

N
NerbynMaeIQuickBooks Team
QuickBooks Team
March 4, 2026

Hello there, Jsc983. Could you please verify which specific field you are trying to categorize in the Deposit side of the bank feed? Any additional information you can provide can help us resolve your concern effectively.

 

However, if you are referring to the customer field, you can select your sub-customer there instead of selecting the class. Please ensure that you select the Received/Deposit area. Please see the sample screenshot for reference:

 

You can return to this thread for any follow-up questions.

J
jsc983Author
March 6, 2026

Hi 

Thanks for getting back to me.

I had thought of using the Sub-Customer functionality to track courses but it is also important to me to track who paid the money, so I am using the "From/To" field for the Payer. 

On the Bank Deposit form there is a "Customer/Project" field at line-level in addition to the "Received From" field, but that field doesn't seem to be available on the Bank Transaction > Categorise form. 

I had thought of inputting using the Bank Deposit form directly and then Bank Transaction > Match. However, that is double work and I can't always get the payer name except from the Bank Feed, so I wouldn't have it until I match. I've written to the supplier of our booking system to ask if the Payer name could be included on booking notifications along with the Attendee name but it is still a far from ideal solution, double handling every transaction.

Is there anyway of accessing the  "Customer/Project" field from the Bank Transaction > Categorise form?

Thanks

James

 

D
Dandie_AQuickBooks Team
QuickBooks Team
March 7, 2026

Hi there, jsc983. The Classes or Sub-Customers field is not accessible when categorizing bank deposits directly from the bank feed. The Categorize screen in Bank Transactions does not allow for line-level allocation of Customers or Projects, which is necessary for tracking courses.

 

In the meantime, you can click on the deposits in the transactions that were posted after you categorize them. This way, you can manually assign your customer or project.

 

Please see the screenshot below for visual reference.

 

Please let us know if you need any further assistance.

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