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How do I find a weeks-old deposit if all I know is the date of the deposit?

 
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Best answer March 12, 2020

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QuickBooks Team

How do I find a weeks-old deposit if all I know is the date of the deposit?

Hi, @CRNap.
 

I’m glad to see you here in the Community.

 

You can run the Transaction Detail by Account report and customize it to show weeks-old deposits. I'll guide you how.

 

  1. Go to Reports.
  2. Type in Transaction Detail by Account in the Find report by name field.
  3. Click on the Customize button.
  4. In the Report Period drop-down arrow, choose Last Week-to-date.
  5. Go to Filter and choose Deposit from the Transaction Type drop-down arrow.
  6. Click Run Report.

 

You can also check these articles for more details in customizing and memorizing the report in QuickBooks Online:

 

· Customize reports in QuickBooks Online

· Memorize reports in QuickBooks Online

 

If you have further questions, feel free to comment below. Have a great day!

 

View solution in original post

1 Comment
QuickBooks Team

How do I find a weeks-old deposit if all I know is the date of the deposit?

Hi, @CRNap.
 

I’m glad to see you here in the Community.

 

You can run the Transaction Detail by Account report and customize it to show weeks-old deposits. I'll guide you how.

 

  1. Go to Reports.
  2. Type in Transaction Detail by Account in the Find report by name field.
  3. Click on the Customize button.
  4. In the Report Period drop-down arrow, choose Last Week-to-date.
  5. Go to Filter and choose Deposit from the Transaction Type drop-down arrow.
  6. Click Run Report.

 

You can also check these articles for more details in customizing and memorizing the report in QuickBooks Online:

 

· Customize reports in QuickBooks Online

· Memorize reports in QuickBooks Online

 

If you have further questions, feel free to comment below. Have a great day!

 

View solution in original post

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