Skip to main content
March 10, 2021
Question

How can I pull a report for itemized transactions within deposits and fees from quickbooks payments to my bank?

  • March 10, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 10, 2021

Hi mtbikescape, 

 

QuickBooks offers a variety of reports which allow you to put your financials into focus. I'd be happy to steer you on the right path so you can get back to doing what you love. 

 

Based on what you've described, I recommend running the Deposit Detail Report which shows your deposits, with the date, customer or supplier, and amount. You can also run the Invoices and Received Payments Report. This report shows the payments you’ve received and the invoices that go with them. I encourage you to check out this article here that shows you the available reports in QuickBooks. Here's a helpful article that shows you how to: 

Customize reports in QuickBooks Online.

 

Let me know if you have other questions. I'll be one message away.