Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
What is the easiest way to search for deposits?
I need to find any any all payments from a vendor in a specific bank account.
Solved! Go to Solution.
Let me help you from here, Roberto Verde.
You can pull up the Deposit Detail report instead. It will provide you money in transactions. Here's how:
You can also customize the report. It will help you focus on the details that matter to you.
If there's anything else that you need, don't hesitate to let us know. We'll reply as soon as we can. Keep safe!
I'd create a report.
Start on the Reports menu and pick Custom Reports | Transaction Detail Report.
Then on the Filters tab, set the Account = the bank account and pick Yes, for Include split detail.
Then add the Names filter and set the name to the desired vendor name.
The resulting report will show one row for each deposit line for the vendor in the date range of the report.
ok – I did this, but it only shows money out (checks, etc), not money in (deposits)
What am I missing. I followed your steps exactly.
Let me help you from here, Roberto Verde.
You can pull up the Deposit Detail report instead. It will provide you money in transactions. Here's how:
You can also customize the report. It will help you focus on the details that matter to you.
If there's anything else that you need, don't hesitate to let us know. We'll reply as soon as we can. Keep safe!
this is working well except for if I filter by name.
as soon as I filter by one of the names, the entire report goes blank.
If I show the detail of a single deposit it us the field title "Received From" but I cannot filter by that.
How do I filter this DEPOSIT DETAIL report to just show a single vendor?
Many thanks!
I had to delete a few of the default filters and modify the transaction type from ALL to DEPOSIT but I eventually got this working
many thanks to all
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here