Skip to main content
D
Downaqt
November 28, 2023
Question

Searching chart of accounts

  • November 28, 2023
  • 2 replies
  • 0 views

Hello, when I am searching my chart of accounts, I can not seem to get the search function to search in the split deposits. So if I have multiple deposits from various customers, it does not come up when doing the filter search of the chart of accounts. When using the magnifying glass to search for a customer deposit that is in a split deposit, it does not show up nor with the customer profile. The split deposit seems to make deposits from customer disappear when trying to search for them.

2 replies

Rainflurry
Rainflurry
November 28, 2023

@Downaqt 

 

The search box in the chart of accounts is to allow you to search for a specific GL account.  It is not really designed to allow you to find a specific customer transaction.  To find specific customer deposits, go to Reports > Transaction List by Customer > Click Filter > Under the Filter drop-down, select Transaction type equals deposits > Add another filter if you want to filter by Customer name.   

    JaeAnnC
    JaeAnnC
    November 28, 2023

    Thanks for reaching out to us, @Downaqt. Let me step in and share additional information about searching for split deposits in your Chart of Accounts in QuickBooks Online (QBO).

     

    Yes, Rainflurry is right. The search field in your Chart of Accounts is designed to locate a specific general ledger account by Name or Number. To search for a transaction, you can utilize the global search located beside the Help icon. 

     

    You can also run a report to view your split deposits. To do that, go to Reports and search for the Transaction List with Splits report. You may also customize it to show only the necessary information.

     

    Additionally, you may want to import a spreadsheet of your existing or custom accounts into QBO to avoid manually entering them. 

     

    Feel free to visit us again whenever you have further queries concerning your Chart of Accounts. I'll be more than glad to help. Take care, and have a good one.

      D
      DownaqtAuthor
      November 28, 2023

      I tried the method of search transaction with splits. Filtered the whole year and put in a customer name as well. Still does not show the deposited check that was part of a split deposit. 

      S
      Shania_C
      November 28, 2023

      Allow me to dive into this thread to assist you, @Downaqt. I'll provide details about accessing transactions with split reports in QuickBooks Online.

       

      The entire deposit amount will show when using the advanced search. To make things more precise, I recommend running a Transaction Detail by Account Report so you can see the transactions with split deposits.

       

      Here's how:

       

      1. Go to Reports. 
      2. Type Transaction Detail by Account Report.
      3. Switch to the Classic View.
      4. At the upper right corner, select Customize.
      5. Under the Row/Columns, choose Change columns.
      6. Select and reorder columns. Remember to tick the Split box to mark it as a check.
      7. Then, Run Report.

       

      This will show all the affected accounts or details of the deposit instead of showing it as a "split."

       

      Furthermore, I'll be sharing these articles that can help you with your future work:

       

       

      Feel free to comment below with questions or concerns concerning accessing transactions with split reports in QuickBooks Online. I'm here to help. Keep safe!

      Terms & ConditionsAccessibility statement