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transactions not showing up in customer quickreport?

Forum|Forum|4 years ago
December 26, 2021
2 replies
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Hi, I'm using quickbooks premier edition, and I just noticed that any transaction that I've entered by just creating a deposit is not showing up under the customer's quickreport, despite my assigning the transaction to that particular customer. Is this a bug? Am I missing something?

QuickBooks Desktop

Best answer by MaryLandT

Thank you for getting back to us, shej.

I can clarify things out for you on why deposits won't show up on the customer quickreport. A deposit is a bank entry that you need to record as income to a certain account on your register.

Hence, the customer account doesn't include deposits. I can provide the steps so you can see what transactions are included in the customer's account.

Go to Customers, then Customer Center.
Click the name of the customer.
Select the Transactions tab.
From Show, select All Transactions.

Also, please know that QuickBooks Desktop also uses a concept called Source and Targets to apply accounting principles and processes.

You can browse this link and proceed to How QuickBooks generate reports: Understand reports. It includes customizing and memorizing a report.

Please update me by commenting below if you have additional questions about running the customer quickreport. I'm always right here to provide the information that you need.

RenjolynC

Hello, shej.

Let me share a solution to help you fix the customer quickreport to display the transactions.

If you have set the Dates and customized the report, but still have missing transactions, it might be that there is data damage in the file. We can perform the Verify and Rebuild Data. This helps to identify the most commonly known data issues resolves them.

To Verify Data, here's how:

Go to Window > Close All.
From the File menu, select Utilities.
Click Verify Data.

To Rebuild Data, you can follow these steps:

Go through steps 1-2 from above.
Choose Rebuild Data.
Click OK when receiving a message to backup your company file.
Hit OK when you get another message stating Rebuild has completed.

For reference, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

Once done, try to open the customer quickreport and check to see if the transactions are showing up.

To learn more about the different reports in QuickBooks Desktop and how you can customize them, please check out these guides:

Please keep me posted on how things go after doing the steps above. I'll get back to this thread and help you out again. Take care!

S

shejAuthor

Thank you for your response.

I just went through the steps to perform the verify data, and the result was the there were no problems detected with the data.

Do you have any other suggestions?

S

Stumpy23

It appears your problem is only fixed by creating a sales receipt or an invoice, then receive payment, then make deposit. You cannot simply make a deposit and it show as income from the customer even though you are inputting the needed information in the Make Deposits page. There are several other unresolved discussions related to yours that have any useful information as far as I'm concerned. In conclusion, if you want to see the information you want to, you will need to make two more completely useless entries. I'm adding my comments in this discussion in hopes that someone might see one of them that can allow a simple deposit to be tied to a customer as income without having to enter two more steps to the process.

A

Anonymous

This has been an issue for years, I'm beginning to think they have no intention in solving it.However, I've found a small workaround. Still adds an extra step that it shouldn't though. Creating the deposit & putting the customers name in the name field does no good. After you create the deposit, if you'll go into your bank register and add that customer name to the Payee field, it shows up on the customers transactions & Quickreport. I have literally been trying to fix this for years!

V

Val41

That works thank you ….

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