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bevelynwallace
December 11, 2018
Solved

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

  • December 11, 2018
  • 3 replies
  • 0 views

I have always entered my customer deposits from the home page - create sales receipt.  I recently hired a company to enter QB for me.  I converted my Mac to Windows and downloaded the file for them.  They entered all deposits under Banking>Make Deposits>Sales Revenue.  These are the transactions that are not showing up when I click on the individual customer.  Can I import them from 'somewhere'?  The check register shows all deposits/transactions.  Any help is greatly appreciated.

    Best answer by arkvalleyinfo

    Yes there is a difference.  If you want to see transactions in the Customer Center and on Sales reports, etc. then you need to enter a Sales Receipt (or Invoice & Receive Payment).

    3 replies

    A
    arkvalleyinfoAnswer
    December 11, 2018

    Yes there is a difference.  If you want to see transactions in the Customer Center and on Sales reports, etc. then you need to enter a Sales Receipt (or Invoice & Receive Payment).

    L
    lynnandbowen
    December 11, 2018
    I never create an invoice, just receive money, and sometimes transactions show and sometimes they don't
      Z
      Zogomusic
      January 7, 2020

      Something that MIGHT help those in this chain, depending on needs...  possible work around in the "Find" window.
      CTRL-F>Find

      >Filter>Name

      pick the name you are looking for...  scrolllllll onnnnn throughhhh...  once you find the name, hit the "Find" button in upper right.  Even if their name was only entered/created in a "Make Deposits" window, it should show up here.  It should also show multiple entries if they exist.  Want a report on their transactions?  Hit the "Report" button.  It should also tell you what account it's associated with and any memo you may have entered.
      This helped me with the above, original question; may help others.

      Cheers
      Jon

      L
      LoriLee007
      August 4, 2023

      I have entered my sales receipts manually an made the deposits but it will not show up on any of my reports only the sales report. I need to show this amount on my profit and loss and trail balance.  Help!

      R
      rvrfrf
      August 4, 2023

      Thanks for joining the Community and getting involved with this thread, LoriLee007.

       

      I can certainly understand how an ability to show sales receipts and their deposits on Trial Balance and Profit & Loss reports could be useful and have submitted a suggestion about it as of today.

       

      You can also submit your own feature requests while signed in.

       

      Here's how:

       

      1. Use the Gear icon, then go to Feedback.
      2. Enter your suggestion(s) in the Have feedback? window.
      3. If necessary, attach a file with your Camera icon.
      4. Select Next.

       

      Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

       

      If you need a report which shows sales receipts, you can use sales reports such as your Transaction List by Date report.

       

      I've also included a detailed resource about working with reports which may come in handy moving forward: Understand reports

       

      I'll be here to help if there's any questions. Have a great Friday!

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