Skip to main content
T
toddlerner
March 24, 2021
Solved

how to see received payments?

  • March 24, 2021
  • 1 reply
  • 0 views

hi, how do i see received and deposited payments in qbo? thanks!  -todd

Best answer by MirriamM

that's great, Jovychris_A, thank you very much!... question: how can I get a total on this report... how can I know my total gross receipts for my schedule c at tax time? thanks!  -todd


Hello again, toddlerner. 

 

On behalf of my colleague @mv32, you're most welcome. 

 

As for your other concern, when running the Deposit Detail report, the amount that will show is only per transaction. To get the total report, you can export the report to excel then, add all the amount to get the total.

 

To export the report, select the export icon beside the gear. Then, click the Export to Excel option under the export icon.

 

To learn more about managing reports in QBO, check out the below articles: 

If there's anything else I can do for you, feel free to reach back out. I'm here to help. Have a great day.

1 reply

Rose-A
Rose-A
March 24, 2021

It's good to hear from you again, toddlerner. I'd be glad to show you where you can see all your received and deposited payments in QuickBooks Online.

 

To see the received and deposited payments, you can go to the Deposits area in QuickBooks. Let me walk you through the process.

 

  1. Click Sales in the left panel.
  2. Go to the Deposits tab.
  3. You'll see all the received and deposited payments from there.

 

In case you need to know when the deposits were made, you can follow the steps below:

 

  1. Sign in to the Merchant Service Center.
  2. Select the Activity & Reports tab and then All Statements.
  3. Find your most recent statement and select View.
  4. Enter the last 4 digits of your Tax ID number.
  5. View the Date in the Activity Summary. This is the date the deposit was made.

 

I'll be sharing with you this article: Find out when QuickBooks Payments deposits customer payments. This will provide you more information about the next-day deposit feature as well as a chart to know when the will be deposited into your account.

 

Thanks for your time today. For other payment questions or anything in QuickBooks, do let me know in the comments below. I'll be more than happy to help. Have a great rest of your day!

T
toddlernerAuthor
March 24, 2021

thanks for your reply, rose... i don't see a "deposits" tab in my qbo (?) – screenshot attached. thank you -todd

Terms & ConditionsAccessibility statement