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jwd2023
March 15, 2023
Question

Quickbooks Online - Undeposited Funds - View/Group by payment type?

  • March 15, 2023
  • 1 reply
  • 0 views

So, trying to help someone who has made the questionable choice to move from Quickbooks Desktop to Quickbooks Online.

 

I'm trying to find solutions, answers.

 

One pain point is that unlike QB Desktop, QBO doesn't seem to allow you to view Undeposited Funds by payment type?

 

Is there something both he and I are missing?

 

If there isn't a way to view/group Undeposited Funds by payment type, is there a way to generate a report that will do that?

 

So frustrating.

1 reply

Candice C
Candice C
March 15, 2023

Greetings, @jwd2023. 

 

Welcome to the Community! I can provide you with some steps to help you get this handled in QuickBooks Online. 

 

All you need to do is sort and filter a few things within the Transaction Detail by Account report to get the result of undeposited funds grouped by payment type. Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. In the Standard portion of the page, scroll down to the "For my accountant" section. 
  3. Pick the Transaction Detail by Account report. 
  4. Tap the Gear icon in the top right-hand corner of the report. 
  5. Put a check in the Payment Method box to include it on the list. 

 

From there, you can hit the Customize option at the top of the report and perform the following actions: 

 

  • In the Rows/Columns section, choose Payment Method. 
  • Under the Filter portion, locate the "Account" box, put a check in it, and then select Undeposited Funds in the drop-down. 

 

I hope this helps and gets you squared away. Come back if you run into any trouble along the way. Have a wonderful day! 

J
jwd2023Author
March 22, 2023

Thanks for the reply.

 

They're really looking for a way to work the way Desktop Premier worked. 

 

Was able to work in batches/by payment type in Undeposited Funds.

 

I'm trying to get a better description of exactly what they want, so that I can try to call Intuit and see if there's something we're missing.

 

If not, is the a place to submit feature requests for QBO? 

 

Thanks

M
MirriamM
March 22, 2023

 I appreciate your input from every angle, @jwd2023.

 

QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) are two different products with unique features, such as viewing Undeposited Funds by payment type.

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

  

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

Get back to me if you have any other questions concerning your QuickBooks account. You can always count on me. Keep safe and have a great week ahead! 

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