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March 12, 2020
Question

deposits and withdrawals/payments

  • March 12, 2020
  • 1 reply
  • 0 views

Is there a report that will show me, by deposit account, the total of deposits and the total of withdrawals/payments for a month?  I am on Premier Nonprofit Edition 2016.

1 reply

Level 8
March 12, 2020

Greetings, @hfhwashco.

 

I can point you in the right direction by helping you find a report of your request. To receive the best results, I suggest checking out the Company & Financial section in the Reports menu. From there, you can Customize the report to your desire. Here's how:

  1. Open QuickBooks.
  2. Go to the Reports menu.
  3. Choose Company & Financial section, and then the report you'd like to run.
  4. Above the "Dates" portion, press Customize Report.

That's it! Now you're ready to customize your reports to show what you need for your unique business. Learn more about the options in the customize reports feature by checking out this link.