Hi Frustrated8591,
It's great you're using QuickBooks Payments to easily manage your invoicing process. Knowing which clients are included in a lump sum payment is essential to ensure your books are accurate. I'll be happy to assist you with this.
To see which payments are included in a deposit, follow these steps.
- Go to the Sales menu and select Deposits.
- Select the deposit to see the details.
This should allow you to view each client information included in the payment. If you're unable to view, please reach out to our tech support team. Our agents have all the necessary tools to check this information on the back end for you. Here's how to get in touch.
Phone and Chat: Click Contact Us to learn how to reach phone and chat support.
Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)
Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET
Have a great day!