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June 22, 2022
Question

qb2022 desktop; deposit report without deposit details?

  • June 22, 2022
  • 1 reply
  • 0 views

How can I get a report showing one line per bank deposit?  I don't want to see the deposit detail, just a line with the general deposit info and amount.

1 reply

Adrian_A
June 22, 2022

Hello there, halfhalt.

 

You can export the report to an Excel file. Then, customize it to show only the general information of the deposit. I'm here to guide you through the steps.

 

When running reports, the system will drill down the account to show the transaction history. To get a one-line report of the bank deposit, you can export it. 

 

Here's how:

 

  1. Go to the Reports menu. 
  2. Click Banking and then select Deposit Detail.
  3. Click the Excel button.
  4. Select Create New Worksheet

 

Also, if you want to set up preferences for your reports depending on your business needs, check out this article: Set report preferences.

 

Get in touch with me if you have other concerns running reports.