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Roberto Verde
Level 4

Search for deposits

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
Best answer July 06, 2021

Best Answers
Kristine Mae
QuickBooks Team

Search for deposits

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:

  1. Click Reports.
  2. Go to Banking.
  3. Select Deposit Detail.

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!

View solution in original post

5 Comments 5
BigRedConsulting
Community Champion

Search for deposits

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.

Roberto Verde
Level 4

Search for deposits

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.

 

 

Kristine Mae
QuickBooks Team

Search for deposits

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:

  1. Click Reports.
  2. Go to Banking.
  3. Select Deposit Detail.

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!

View solution in original post

Roberto Verde
Level 4

Search for deposits

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!

Roberto Verde
Level 4

Search for deposits

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

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