Deposits using Received From Customer dropdown doesn't 'hit' their Customer Trx history

Midsummers · ‎May 24, 2021

There are 4 ways to enter money received from a customer. 1) Sales Receipt 2) Invoice 3) Deposit 4) Journal

My question is to actually verify that, even though there are customer list dropdowns on Deposit and Journal, entries to those two modes don't become transactions in the customer's transaction history.

Is this a settings issue?

I 'chatted' with support, it watched my computer as I tried to decipher what to click, ended up on email, and ultimately after hours, ended up with the answer: Yes, we will be experiencing some glitches sometimes since we are also having some updates on our end from time to time. That would be also the main reason why sometimes it will not work since it will affect the update as well. But rest assured, just make sure to reach us if you encounter some issues and better to use google chrome as your browser since it is the most compatible browser for QuickBooks as well.

katherinejoyceO · ‎May 24, 2021

Thanks for sharing your thoughts in the Community today, @Midsummers. In QuickBooks, we only use sales transaction forms such as Invoices, Estimates, and Sales receipts to show up on reports.

The name you chose in the deposit or entered on the journal entry is intended for the specific line of the entry. Thus, these won't hit the customer transaction history as it doesn't represent the name of the transaction.

Should you need to see the name that is attached to the journal entry, you'll need to open the transaction manually upon running the report.

Here's how:

Go to the Reports menu, then search for the Journal report in the search bar.
Select Customize.
Uncheck the Name, then select Customer, Employee, or Vendor.
On the Filter section, select Transaction Type, then choose Journal Entry from the drop-down.
Click Run Report.

I've also added these articles to get more insights and pointer in customizing your reports:

Let me know if you have additional questions about sales transactions. We're always around to help clear things out for you.

View solution in original post

katherinejoyceO · ‎May 24, 2021

Thanks for sharing your thoughts in the Community today, @Midsummers. In QuickBooks, we only use sales transaction forms such as Invoices, Estimates, and Sales receipts to show up on reports.

The name you chose in the deposit or entered on the journal entry is intended for the specific line of the entry. Thus, these won't hit the customer transaction history as it doesn't represent the name of the transaction.

Should you need to see the name that is attached to the journal entry, you'll need to open the transaction manually upon running the report.

Here's how:

Go to the Reports menu, then search for the Journal report in the search bar.
Select Customize.
Uncheck the Name, then select Customer, Employee, or Vendor.
On the Filter section, select Transaction Type, then choose Journal Entry from the drop-down.
Click Run Report.

I've also added these articles to get more insights and pointer in customizing your reports:

Let me know if you have additional questions about sales transactions. We're always around to help clear things out for you.

katherinejoyceO · ‎May 25, 2021

Hi there, @ Midsummers.

Hope you’re doing great. I wanted to see how everything is going about your concern in managing your transactions yesterday. Was it resolved?

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

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

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Deposits using Received From Customer dropdown doesn't 'hit' their Customer Trx history