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usercannpurcella
November 2, 2021
Question

Is there an option to add the "total" to the deposit detail report or to any other report that doesn't provide the total?

  • November 2, 2021
  • 3 replies
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3 replies

Learn the reconcile workflow i
November 2, 2021

Hello there, @usercannpurcella.

 

Adding personalize detail such as “Total” on our report gives us visual input of what we’re earning.

 

As of the moment, QuickBooks Online doesn't have the option to add a Total column in the Deposit Detail report. What you can do is export this report to Excel, and add it from there

 

 

You can follow the steps below to proceed:

 

1. Navigate to the Reports tab.
2. Look for the Deposit Detail report.
3. On the top-right section of the report, click the Export button, then select Export to Excel.

 

 

By using Excel you can now edit your Deposit Details and add "Total" directly to your report.

 

You can also check this article for more details about customizing reports: 

Customize report in QuickBooks Online.

 

Thank you for reaching out to QuickBooks Community. If you need more assistance with importing or exporting data to QuickBooks Online, just let me know. It will be my pleasure helping you out with sorting those.

Mfulton12
June 13, 2023

It is June 2023, is totaling the deposit details still not available in QB online?

Rasa-LilaM
June 13, 2023

Hello there, Mfulton12.

 

The option to add a total section or line to the Deposit Detail report is still unavailable at this time. A feature that allows users to include the mentioned item in reports will surely benefit a large number of users. 

 

Let's forward this product suggestion to our engineers so they can consider including it in future developments. Here's how:

 

  1. In QuickBooks Online (QBO), navigate to the Gear icon in the upper right and choose Feedback under Profile. 
  2. Type a brief description of your product suggestions in the field box. 
  3. Click Next to submit. 

 

For the latest product releases and enhancements rolled out by our engineers, you can visit the QuickBooks Blog for the complete details. Also, the following links will guide you on how to set your reports preferences, tailor the data layout, and handle specific accounting tasks in the program:

 

 

Fill me in if you need further assistance customizing reports and other QuickBooks-related tasks. I'd be delighted to lend a helping hand. 

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