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Rino53
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Thanks for the help but the Open Balance report that I get by right-clicking the customer in the customer center and selecting Open Balance report also does not show the deposit made in the customer's name.  Maybe because there is NO open balance?  I guess if I want customer deposits to show up I will have to create sales receipts or invoices.

Zogomusic
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Something that MIGHT help those in this chain, depending on needs...  possible work around in the "Find" window.
CTRL-F>Find

>Filter>Name

pick the name you are looking for...  scrolllllll onnnnn throughhhh...  once you find the name, hit the "Find" button in upper right.  Even if their name was only entered/created in a "Make Deposits" window, it should show up here.  It should also show multiple entries if they exist.  Want a report on their transactions?  Hit the "Report" button.  It should also tell you what account it's associated with and any memo you may have entered.
This helped me with the above, original question; may help others.

Cheers
Jon

nancymaria2020
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

so in this case do you just leave it like that and going future start creating sales receipts for them?

Angelyn_T
QuickBooks Team

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Welcome and thank you for joining the thread, @nancymaria2020.

 

You can either leave the previous transactions as is or update them depending on how you want to see the transactions. As mentioned by Michell-Long CPA, you have to enter a sales receipt, invoices, or receive payment if you want to view the transactions under the Customer Center.

 

To learn more about the different accounts receivable workflows in QuickBooks Desktop, you can check this article: Accounts Receivable workflows in QuickBooks Desktop.

 

Reach out to me if you have any other questions as I'm always here to help. Wishing you a good one!

 

dragonleaf
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

QB needs to fix their system so that they show up in the customer that you put in as received from on the deposits. 

 

JDavenport
Level 2

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Why do you have to do this extra step, when your already entering the customer (payee) in the make deposit screen. It seems that QB needs to update their program because this should post to the bank account with the customer (payee) automatically since it's already entered in the deposit. As a QB client, I shouldn't have do be doing double work.

dweiss
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

JessT,

You've confirmed how QuickBooks works, but you haven't explained the elephant in the room.  WHY DOESN'T an entry to a Customer record in Bank Deposits show up under the Customer record?  It doesn't seem logical that the type of entry will dictate whether it appears in the Customer record.  Otherwise, what's the point of selecting the Customer name from the drop-down menu in the Bank Deposit transaction?  If it's meaningless, it could simply be in the Description field.

Has this issue been added to the list of requested program enhancements?

Angelyn_T
QuickBooks Team

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Hi, @dweiss.

 

I understand that you need to display the deposits under your customer's record. The option is not yet available since the system treats the customer's name as the source of the deposit amount. However, you can always submit your feedback to our product engineers so they can consider this in future updates. Rest assured they're working nonstop to deliver the best experiences for all QuickBooks users.

 

Here's how:

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Help menu, then Send Feedback Online.
  3. Tap on Product Suggestion.
  4. Enter your comments, then Send Feedback.

 

Once done, your valuable suggestion goes to our designated team to help improve your QuickBooks experience.

 

On the other hand, you can get more tips and learn the different ways on tracking your customer transactions from this article: Get started with customer transaction workflows in QuickBooks Desktop.

 

If you have other QuickBooks questions, let me know by adding a comment below. I'm more than happy to help. Have a good one!

Melanie C
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

I'm at a total loss.  I am at a law firm and we receive settlement checks which I am depositing into the trust account with the offset to a liability account.  I'm coding the deposit "received from" as the customer name/job in the hopes that it will show up on the customer detail report, but the deposit isn't showing up.  I'm not sure what I'm doing wrong.  Please help!!! 

Bryan_M
QuickBooks Team

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Hi there, @Melanie C

 

I see that this has been challenging on your part, and it seems you posted a relevant question that my colleague, @Ethel_A, answered. Please see this link for more details: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-why-aren-t-my-deposits-s....

 

Feel free to comment if you have other questions about running reports in QBDT. I'm always here to help. Have a nice day ahead.

JDavenport
Level 2

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Bryan, It isn't about running any reports, it's simply the problem when you make a deposit by selecting the customer and inputting the deposit information which is all great; the problem exists when you look at your bank account check register in Quickbooks and it shows the deposit but it's missing the customer name. This was never a problem in the past, but with the last several versions, it leaves the name blank in the check register..

LoriLee007
Level 1

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

I have entered my sales receipts manually an made the deposits but it will not show up on any of my reports only the sales report. I need to show this amount on my profit and loss and trail balance.  Help!

ZackE
Moderator

Some of my customer deposits are not appearing in the Customer Center. Is there a difference in entering the deposits under Sales Receipts? as opposed to Banking>Make Deposits>Sales Revenue?

Thanks for joining the Community and getting involved with this thread, LoriLee007.

 

I can certainly understand how an ability to show sales receipts and their deposits on Trial Balance and Profit & Loss reports could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

If you need a report which shows sales receipts, you can use sales reports such as your Transaction List by Date report.

 

I've also included a detailed resource about working with reports which may come in handy moving forward: Understand reports

 

I'll be here to help if there's any questions. Have a great Friday!

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