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Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

 
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QuickBooks Team

Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

I'm glad to see you here in QuickBooks, @tracerystone

 

We can run Deposit Detail and customize the filter transaction type. Let me show you how:  

 

  1. Go to Reports, and click the search bar. 
  2. Click Customize
  3. Under Filter, drop-down menu from Transaction Type and search Deposit
  4. Tap Run report.  

 

 reports..PNG reports.1.PNG reports.2.PNG

 

 

Once done, this will show all the transaction types made from the deposit and the total amount.   

 

reports3..PNG

 

 

For additional information on this, I recommend the following articles:  

 

 

Please get back to me if you need anything about Reports. I'll be happy to lend a hand. Have a great day!

Highlighted
Level 1

Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

When I go to the Reports button. The search bar does not have a Customize button associated with it. 

 

Instead, I opened the Deposit Detail Report, went to customize, filtered for deposit transaction types, and ran the report, and it still does not show a summary total of all the periods deposits. It just shows the totals for each deposit. Not all of them together. Is there a way to do that?

Highlighted
QuickBooks Team

Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

Hi tracerystone,

 

You'll want to select the Custom option under the Report period so you can enter the period of your deposit summary.

 

Here's how:

  1. Open the Deposit Detail Report.
  2. Under the Report period, select Custom.
  3. Enter the period that you want the deposit to show. 
  4. Just make sure to select the drop-down menu from Transaction Type and search Deposit under Filter.
  5. Click Run report.

For future reference on what you can do with QuickBooks Online (QBO) Reports:

If you have any other questions about QBO, please touch base with us so we can help.

Highlighted
Level 1

Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

This still doesn't solve my problem. Trying to find a way for the each deposit to be totaled at the bottom with one big number for the period selected to show total amount deposited for that period.

Highlighted
QuickBooks Team

Is there a way to have the deposit detail report or the transaction list by date (sorted with deposits only) to have a sum total at the bottom for all deposits?

Hello @tracerystone,

 

You'll want to use the transaction detail by account report to get the total amount of the period. Let me guide you how.

 

  1. Go to Reports, then type "Transaction Detail by Account".
  2. Select Customize. Then, edit the Report period.
  3. Scroll down to FilterTransaction Type, then tick the Payment and Deposit box.
  4. Mark the box next to Account, and then choose the bank account you want to view.
  5. Click Run report. Please see attached screenshots at the bottom.

 

Once done, you can memorize your report to save your customization. Please see this link for details: Memorize reports in QuickBooks Online.

You can also check this handy article about the popular custom reports in QuickBooks Online for your reference.

 

Should you have other questions or concerns, please let me know. I'd be around to help. Thank you and have a great week ahead.

 

 

pic1.JPG pic2.JPG

 

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