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Level 2

Can I see a list of deposits/revenue by customer in QBO?

I don't invoice through QBO, but I do go through each credit card and bank deposit and break it down by customer--when I click on an individual customer in QBO, it says I have no transaction for any customer. But I can't find a way to see deposits by customer in QBO, so it feels like I'm doing all of this work for nothing. Can you help?

4 Comments
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Intuit

Can I see a list of deposits/revenue by customer in QBO?

Hello,

There are other reports you can run that might show this info.  Which version of QuickBooks Online do you have?

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QuickBooks Team

Can I see a list of deposits/revenue by customer in QBO?

Greetings, @LNewman.


Welcome to the Community. I can provide information about the deposits not showing on the customers’ profile and how to run a report with the data you need.


First, you would have to make sure that the affecting accounts of the deposits were Accounts Receivable. This way, the transaction will appear under your customers’ profile. 


Here’s how to check:
1.    Go to Accounting and select Chart of Accounts.
2.    Choose the bank name where the deposit is located and click View register.
3.    Select the deposit and click Edit.
4.    On the Bank Deposit screen, scroll down to Add funds to this deposit.
5.    Change the Account to Accounts Receivable (A/R).
6.    Click Save and close.

 

 

 

 

Once done, the deposits will now appear under your customers' profile.

 

To get a list of your bank deposits, you may run the Transaction List by Customer Report. Customize it to display the information you want.


Follow the steps below:
1.    Go to Reports on the left pane.
2.    Enter and select Transaction List by Customer in the search box.
3.    Set the date range.
4.    On the upper right hand of the report, click Customize.
5.    Expand Filter.
6.    Select Transaction Type and choose Deposit.
7.    Click Run report.

 

 

 

 

This should get you pointed in the right direction. For more information, please check out this article: https://quickbooks.intuit.com/community/Reports-and-accounting/How-to-customize-reports/m-p/186005.

 

That's it. Should you need anything else or if you have questions, don't hesitate to let me know. I’ll be here to help. Have a great day!

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Level 10

Can I see a list of deposits/revenue by customer in QBO?

@LNewman

 

If you're not creating sales forms and just directly depositing money from customers as income, run the "Income by Customer Summary" report.
This report will show deposits/revenue by customer as you want.

Since you didn't create invoices, it will not show up on Sales/Customers tab.

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Level 2

Can I see a list of deposits/revenue by customer in QBO?

 I couldn't find an Income by Customer Summary on my report list, but looking for this led me to two other reports that did help--Profit and Loss by Customer and Deposit Detail, so you helped me solve my problem! 

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