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6 replies

Level 8
March 19, 2022

I can help you with that, skribbler.

 

You can pull up and customize the Transaction List by Customer report to view your weekly deposit summary. Here's how:

 

  1. Go to the Reports menu.
  2. Under Sales and customers, select Transaction List by Customer.
  3. Click the Customize button, then set the appropriate reporting date.
  4. From the Group by drop-down menu, select Week.
  5. Head to the Filter section, then choose Deposit from the Transaction Type drop-down menu.
  6. Click Run report, then select the Print icon.

I've also included some articles that will you speed up the reporting process in QBO:

 

Keep me posted if you have any other concerns or additional questions. Have a good one.

Level 8
March 20, 2022

Hi skribbler,

Hope you’re doing great. I wanted to see how everything is going about your concern yesterday. We're you able to pull up the and pint the report. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!