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March 12, 2020
Question

I need to run a report that shows ALL OF THE DEPOSITS I MADE IN 2019 with a TOTAL.

  • March 12, 2020
  • 1 reply
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1 reply

March 12, 2020

Hi, @MARIBEL11.


I can help you run a report that will show all the deposits for 2019.


Here are the steps to follow:

 

  1. Go to the Reports tab.
  2. In the search bar, type in Transaction Detail by Account.
  3. In the Report period, choose Last Year.
  4. In the rows/column section, choose Group by Transaction Type.
  5. Go to Customize to filter your transactions.
  6. In the window, select the Filter icon.
  7. Select the Transaction Type, then choose Deposit.
  8. When you're ready, click Run report.

To learn more about customizing you can use this link: Customize reports.

 

You can also save the changes made with memorized reports. You can check this link for more details: memorize reports in QuickBooks Online. 


If you have further questions, don’t hesitate to leave a comment below. I’m here to help you right away. Have a pleasant day!