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December 1, 2024
Question

where are my deposits

  • December 1, 2024
  • 1 reply
  • 0 views
I cannot find the deposit details for the last month

    1 reply

    December 1, 2024

    Hello, @jrobrien9.

     

    There are two ways to view deposit details in QuickBooks Online (QBO): through the Chart of Accounts or by generating a specific report. I’m here to guide you through each of these processes. 

     

    First let's review deposits in the Chart of Accounts, follow these steps:

     

    1. Navigate to Transactions and select Bank Transactions.
    2. Click on Chart of Accounts.
    3. Select View Register.
    4. Use the Filter option to refine and view the required details.

     

    The option is to generate a Deposit Detailed report:

     

    1. Go to Reports.
    2. Use the search bar to find the Deposit Detailed report.
    3. Apply filters to customize and view the necessary details.

     

    Furthermore, if you've already confirmed that your deposit details are missing, you can consider re-entering them again.

     

    Additionally, you can refer to this article about personalising your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

     

    Let us know if you have further questions about managing your deposits in QBO, we'll be right here to help you at any time.