Better way to track customers

Have you explored the class tracking feature?

https:// quickbooks.intuit.com/learn-support/en-us/help-article/class-list/set-use-class-tracking-quickbooks-desktop/L51C0Hl0v_US_en_US?uid=l1n61mak

Thanks for the detailed explanation, @watkinsaviation. Running renters reports is just a few clicks, and you'll be an expert in no time. 

I'll tell you what specific report you can run to review your renters spent in QuickBooks Desktop. 

To check your renter transactions, I'd recommend running the Customer Balance Detail, Transaction List by Date, or Transaction Detailed by Account reports one at a time. Then customize it to show the specific data. 

Proceed as follows: 

1. Go to the Report menu on the upper right side. 
2. Select the Customers & Receivables and Accountant & Taxes tab one at a time to open the mentioned report. 
3. Click the Customize Report button. 
4. Choose all the filters or options you want to show in the report. 
5. Hit OK when finished. 

For more details about customization, check out this link: Customize reports in QuickBooks.

Moreover, visit these articles below on how to memorize, schedule, modify reports preferences, and supervise property management income in QuickBooks: 

• Understand reports. 
• Record transactions for a property management company

Need further help managing your QuickBooks data? The community will always be on your back to help you out. Don't hang back to leave a comment below. Don't hang back and leave a comment below. Be safe

Sorry for late reply. THANK YOU. Would you use classes to track the customers or the rental fleet? Right now I am using customer:job to track the fleet. So any expenses or deposits are all booked under that customer:job. I suppose I could create classes for each renter and that would make it easier so I dont have to go back and change every transaction YTD.

Thoughts?

Thank you for your quick response, @watkinsaviation.

Let me share some light on the benefit of class tracking in QuickBooks Desktop.

Yes, you're right. We use class tracking for rental properties. It allows you to determine which properties are the most (and least) profitable. Also, by tracking all assets related to a specific property over time, you can easily calculate the net book value of the property.

Furthermore, you can consult your accountant to help you organize your books accurately.

Feel free to read the article for more details: Set up and use class tracking in QuickBooks Desktop.

Here's an article on how you filter, sort, and total them by class: Sort report by class in QuickBooks Desktop.

Please let me know if you have any other concerns about your transactions. If you have any queries about QuickBooks reports or taxes, I'll be happy to listen.