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October 24, 2024
Question

Is there a report that shows my customer's deposits and payments ONLY?

  • October 24, 2024
  • 1 reply
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1 reply

October 24, 2024

Let me share details about the customer's deposits and payment reports, Aweiberg.

 

In QuickBooks Self-Employed (QBSE), there's no specific report dedicated solely to customer deposits and payments. QBSE is tailored for freelancers and small businesses with basic accounting needs, resulting in more limited reporting capabilities than other QuickBooks versions.

 

However, you can still track customer payments effectively through the following methods:

 

  • Invoices: By creating invoices for your customers, you can track their payment status and identify which invoices are paid and which are outstanding.
  • Profit and Loss: While it doesn't provide a detailed breakdown of deposits and payments, the Profit and Loss report summarizes your total income, which includes all customer payments.

 

If you require more detailed reporting on customer transactions, you may want to consider upgrading to a different version of QuickBooks that offers more comprehensive reporting features.

 

Additionally, you can check this link to learn about Schedule C and how to categorize transactions in QuickBooks: Schedule C and expense categories.
 

You can comment below if you have more questions on customer deposits and payments. Please remember I am always here to assist you. Your success is our priority.