Skip to main content
November 29, 2022
Question

How do I print a deposit detail with the total number of deposits at the bottom?

  • November 29, 2022
  • 2 replies
  • 0 views

My boss said he doesn't want a profit and loss because he needs to see the deposit detail, I brought him the deposit detail and he said it doesn't have all the number of deposits added up at the end. I would appreciate it if someone would help me with that. 

2 replies

November 29, 2022

I’m delighted to have you here, @curiousowl.

 

Let me ensure that you can provide the deposit details needed on your report in QuickBooks Desktop (QBDT).

 

To start with, we can customize your report to display the total amounts of deposits made in a certain period. You’ll want to follow the steps below:

 

  1. Go to the Reports menu and hover your cursor on Banking.
  2. Select Deposit Detail to open the report.
  3. Press the Customize button to change the format of the information being shown.
  4. Then, go to the Filters tab. Under the Account dropdown, alter this to All accounts and select OK.

 

Moreover, please ensure that you have filtered the correct period of dates for the transactions you want to pull up. Once done, click anywhere within the report to apply the changes. You can then check the information and proceed with printing this one to provide to your employer. Simply click the Print icon and choose whether to print this as a Report or Save As PDF.

 

Furthermore, I added this article for more details when customizing reports: Customize reports in QuickBooks Desktop. Also, you can save your previous customization for future use, to proceed you can utilize the memorized report feature within your company file.

 

Feel free to post here if you have more questions about reports. The Community always has your back. Have a good one!

November 29, 2022

Thanks, it still doesn't show the total amount of deposits. Let's say there are two deposits 150 and 300, my boss wants not only to see the 150 and 300 but also the total 450 at the bottom. I did exactly this before I asked and he said he needs to see the total. Thank you though.

BigRedConsulting
November 29, 2022

Do you want the details of each deposit or just a total?

June 4, 2024

Run a balance sheet, click on the bank account, and sort by type.

All the deposits will be at the bottom. Save to an Excel spreadsheet and add the deposits. 

This took me less than 5 minutes.