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February 3, 2021
Question

Need to find bank deposits from 2019 and 2020. How can I locate these?

  • February 3, 2021
  • 1 reply
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How do I locate bank deposits made in 2019?

1 reply

February 3, 2021

I'll help you locate the deposits made in 2019 and 2020, @carol85.

 

You can run the Deposit Detail report and change the reporting period into a specific date range. When you want to exclude the sales receipts and payments, you can filter the Transaction Type to show deposit only.

 

Here's how:

  1. Choose the Search icon on the upper right.
  2. From there, type deposit detail and then select the Deposit Detail report.
  3. Click Customize and then go to Filter.
  4. From the Transaction Type drop-down, select Deposit.
  5. Go to General and then change the Report period.
  6. Click Run report.

 

I've added a visual reference for the report output. From there, you can click the Date to see other details of the deposits.

 

I've added articles to see more insights on how to personalize report data and save it for future use:

Please let me know if you have other questions. I'll answer them as soon as possible. More power to you and your business!