Deposit Slip Setup

Deposit slips are a type of Sheet and can be customized. Only the top-most deposit slip in the list of custom sheets will be used for printing. If no custom deposit slips exist, the internal deposit slip is used. To generate a deposit slip, see Deposits and Deposit Slips.

The internal (default) deposit slip is designed to print onto preprinted QuickBooks forms. These can be ordered from many different suppliers. The top third gets torn off and includes preprinted bank account information and room for up to 18 deposit items. The bottom 2/3 is a detailed report to be kept by the dental office that includes deposit date, total, and a list of items.

To customize print layout, create a custom sheet with a DepositSlip type.

  1. In the Main Menu, click Setup, Sheets.
  2. Copy a deposit slip or create a new one.
    • Highlight the internal deposit slip and click Copy.
    • Highlight a custom DepositSlip, then click Duplicate to copy it.
    • Click New to create a new custom sheet and select DepositSlip as the type.
    • Double click an existing custom DepositSlip to edit.
  3. Change the deposit slip as desired, then click OK to save.

    General Sheet Properties

    Sheet Elements

Below is the internal sheet for a deposit slip. Deposit slips can only be one page.

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