Skip to main content
D
DanCon91
March 8, 2021
Solved

Searching for Deposits

  • March 8, 2021
  • 1 reply
  • 0 views

I need to make some adjustments to payments and need to locate the deposits that were months ago. When i go to make deposits as of now the only way i know to find the date I am looking for is to continuously click "previous" until i find the desired date and deposit.

 

Are there any other quicker ways to search for deposits by date or customer.

 

Thank you

Best answer by CharleneMaeF

We can pull up and customize the Deposit Detail report, DanCon91.

 

This way, we'll be able to easily see your past deposits and the transactions you combined with them. Here's how:

 

  1. Go to the Reports menu. 
  2. Select the Banking tab.
  3. Choose the Deposit Detail report.
  4. Click Customize Report.
  5. On the Display tab, select the columns you'd like to see on the report.
  6. Click the Filter tab to choose the customers and date you'd like to see.
  7. Once done, click on OK.

To know more on how to personalize reports in QuickBooks Desktop, please see this article: Customize Reports.

 

You can also check out this article to learn the other things you can do on your deposits:  Record and Make Bank Deposits.

 

Additionally, I've added an article that'll help you save the current customized setting of the report. This helps you easily access them in the future: Memorized Reports.

 

I'll be glad to help you again if you have more questions about running reports. I want to ensure everything is taken care of.

1 reply

C
CharleneMaeFAnswer
March 8, 2021

We can pull up and customize the Deposit Detail report, DanCon91.

 

This way, we'll be able to easily see your past deposits and the transactions you combined with them. Here's how:

 

  1. Go to the Reports menu. 
  2. Select the Banking tab.
  3. Choose the Deposit Detail report.
  4. Click Customize Report.
  5. On the Display tab, select the columns you'd like to see on the report.
  6. Click the Filter tab to choose the customers and date you'd like to see.
  7. Once done, click on OK.

To know more on how to personalize reports in QuickBooks Desktop, please see this article: Customize Reports.

 

You can also check out this article to learn the other things you can do on your deposits:  Record and Make Bank Deposits.

 

Additionally, I've added an article that'll help you save the current customized setting of the report. This helps you easily access them in the future: Memorized Reports.

 

I'll be glad to help you again if you have more questions about running reports. I want to ensure everything is taken care of.

    C
    CharleneMaeF
    March 9, 2021

    Hi DanCon91,

     

    Hope you’re doing great. I wanted to see how everything is going about locating your previous deposits in QuickBooks Desktop. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

     

    Looking forward to your reply. Have a pleasant day ahead!

    D
    DanCon91Author
    March 9, 2021

    Hi  Charlenemae_F,

     

    Terms & ConditionsAccessibility statement