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Level 1

How do i print a list of all deposit detail

how do i print a list of all deposit detail
16 Comments
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Level 4

How do i print a list of all deposit detail

Hey there, 401south!

Are you just looking for a fast way to print all your deposits? It's super easy! All we need to do is click the "Recent Transactions" button (the small button to the right of the Create (+) button at the top of your Home screen). We're going to click "More..." from the bottom of the dropdown. From here, we're going to click the dropdown to the right of the word "Search" at the top of the screen and choose "Deposits." This is a list of all your deposits! To print, just click the little printer icon at the upper right of the list.

See that? I told you it was a breeze! Let me know if I can help you with anything else :)
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Level 1

How do i print a list of all deposit detail

Wonderful. I's so use to the 2012 version on my pc we I went online it totally played with my brain.
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Level 4

How do i print a list of all deposit detail

Oh yeah, that can totally happen :) Welcome to QuickBooks Online! We're so happy to have you! :D
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Level 1

How do i print a list of all deposit detail

This new version of QBO is very hard to use. I spend way too much time looking up how do things. I didn't have to go through 4 or more steps to look for information or to enter information. My clients really hate it and are threatening to quit using my service if I can't go back to the "old" easy to use version. I will be looking for a different service if I can't switch back!
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Level 1

How do i print a list of all deposit detail

You still cannot get a detailed list of deposits made - just a list of deposits made, regardless of if a deposit entailed multiple payments.....

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Level 1

How do i print a list of all deposit detail

Ugh...what a mess!  I resulted to going to the General Ledger Report and exporting it to Excel. I deleted all the blank lines and sorted that column for the Deposits. Luckily I'm doing work for a new company and not many transactions. This way too much work for something so simple. This comment applies to QBO 2018.
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Level 1

How do i print a list of all deposit detail


What version are you using to do this?

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Level 1

How do i print a list of all deposit detail

What version of QB is this?

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Level 1

How do i print a list of all deposit detail

reports - recent transactions

customize report - change dates

select deposits only

get list by date with a total for period

 

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Level 1

How do i print a list of all deposit detail

Quick-books now has a report for this if you're using the desktop version. Just go to reports>banking> deposit detail. You can customize the report to your liking. I hope this helps...

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Level 1

How do i print a list of all deposit detail

How do we get a total amount on the deposits? I get a list but not a sum, thanks--

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Level 3

How do i print a list of all deposit detail

Go to the bank ledger, Click on a Deposit, Click on Edit this will show the Undeposited Funds account where you made the original deposit. At the bottom of the screen, click on Print, then click on what option you want. I print a Deposit summary only-this shows what you deposited and a total.

 

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Level 1

How do i print a list of all deposit detail

Thank you for this fantastic work around. I really hate trying to convert pdf to excel. If intuit was smart they would allow you to get to such a view while inside a deposit transaction's edit screen rather than just let us print the summary to a pdf. Honestly they should have the export to excel button everywhere though.

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Moderator

How do i print a list of all deposit detail

Hi everyone. 

 

Thank you for sharing helpful comments about getting a detailed list of deposits in QuickBooks.

 

We are working hard to build a higher quality product for our customers, and your comments and suggestions could greatly help us to continue doing so. Rest assured, I'll take note of your feedback and use it to develop product enhancements.

 

We've launched a few new tools that might be helpful in your approach that I'd love to share you more about. You can visit our QuickBooks Blog and be the first one to know about new updates, as well as additional references while working with QuickBooks.

 

I appreciate you taking out the time to reaching out to us. The Community is always here if you need more assistance with QuickBooks Online. Have a great day. 

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Level 1

How do i print a list of all deposit detail

I have not reconciled with my bank, so my invoices all say undeposited funds. I do however "receive payment" and put the date it was deposited. So on my invoice it says "Paid 2/3/20" for example. How can I find everything that was paid 2/3/20? It just gives me the dates of the invoices. I have QB 2018. I just don't understand why this is so hard.

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QuickBooks Team

How do i print a list of all deposit detail

Thank you for joining this thread, @kellygreen.

 

I'm here to help you find your transactions in one of our available reports.

 

You can run the Transaction List by Customer report to view the transactions of each customer. This includes the date, account, and split for each entry. You can also customize and add the Paid column so that you can see if you already paid or not. Let me show you how. 

 

  1. Go to Reports.
  2. Select Customers & Receivables.
  3. Choose Transaction List by Customer.
  4. Click Customize Report.
  5. In the Display tab, change the date.
  6. In the Columns search field, enter 'Paid.'
  7. Select Paid by placing a checkmark.
  8. Hit OK.

You may also consider saving your report to make it accessible in the future.

 

If there's anything else that I can help you with, please let me know in the comment section down below.

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