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September 8, 2024
Question

Deposit Detail not showing invoices paid

  • September 8, 2024
  • 1 reply
  • 0 views

I have entered my payments for all of July. The deposit detail report does not show any of my 7/19 paid invoices there for how do I know if my sales tax liability report is accurate?

1 reply

September 8, 2024

Accessing your customer transactions is indeed important, @Thestainhunter. Allow me to provide you with a set of steps that can effectively address your concern.

 

The deposit detail report doesn't show the invoices that were paid by the deposits in QBO. However, we can run a Transaction List by Customer to see the payments applied to it.

 

Here's how:

 

  1. Go to the Reports menu, then enter Transaction List by Customer in the search field.
  2. You can click Customize to filter the specific customer, transaction type, and other details you want to show up in the report.
  3. Once done, hit Run report.

 

After running the report, you can save the customization process by memorizing it.

 

I'm here available to help you. Please do not hesitate to return here if you require further assistance generating reports in QuickBooks Online.