Security Deposit by Customer Report

Hi there, Jake.

Let me guide you in running a report showing your customer's name and the security deposit amount they paid. If you mean by Deposit transaction, you'll need to customize a Transaction List by Customer report and filter the Transaction Type to Deposits.

Here's how:

1. On the left menu, go to Reports.
2. Search for Transaction List by Customer.
3. Select Filter.
4. Change the Filter to Transaction Type, Operation to Equals, and Value to Deposit.
5. Close the Filter window.

If you've recorded your customers' security deposits as an Other Current Liability account named Security Deposit, then you'll need to customize the same report but change the Filter to Account.

Here's how:

1. On the left menu, go to Reports.
2. Search for Transaction List by Customer.
3. Select Filter.
4. Change the Filter to Account (Transaction line items: Split account), Operation to Equals, and Value to Security Deposit.
5. Close the Filter window.

After customizing the report, you can access your customized report easily in the future by memorizing the report. 

If you need additional assistance in running a report, please feel free to leave a reply. We're always here to support your business needs.