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May 3, 2021
Question

How to check if how much is the tenant's security deposit on hand?

  • May 3, 2021
  • 1 reply
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1 reply

May 3, 2021

Hi there office-jmw-manag,

 

Welcome to the QuickBooks Community. Keeping track of your deposits and other data for your customers is important for making sure you're getting paid when you need to be. Recording your transactions in QuickBooks Online can help, and there are a number of ways you can review the information you've entered. I'll go over the options for you.

 

When you're thinking about how to see the details in your books, the first place to start is with considering how you recorded the transaction in the first place. For instance, if you've got your tenants set up as customers, you can use the Sales section and in particular the Customers section to see the related transactions and how much of their deposit you've already received.

 

If you've used the Record a retainer or deposit article, scroll down to the section Track deposits or retainers by customer to learn how the article recommends to track and review the details of a deposit.

 

You can also make use of other reports in the Reports section, where there are a number of customer and transaction reports to help you see your data. Here's a list of the reports and the subscription levels they're available in if you'd like to take a peek: What are the differences in report features among QuickBooks Online subscriptions? The Reports tab also has the option to see a description of a report when you hover over one and then click the question mark icon.

 

I hope this has helped, but if I've not quite got you on track, feel free to share more detail about how you've entered your transaction. I'm here to help.