Deposits in QBO where no invoice was issued

I understand the importance of seeing our customers' activity, jan. 

In QuickBooks Online (QBO), we can obtain our customer's activity by manually pulling them individually. However, we can also run a report that functions similarly. 

We can pull up the Deposit Detail reports and filter them into Deposit transactions. The report lists all your completed bank deposits. 

Here's how: 
 

1. Go to the Reports menu. 
2. From the Find report by name, search for Deposit Detail. 
3. Set the Report period. 
4. Select Customize, then Filter. 
5. From the Transaction Type dropdown list, choose Deposit. 
6. Click Run report. 

Also, you can click the individual deposits to get more details. 

You can read this article for more info: Record and make bank deposits in QuickBooks Online. 

Alternatively, if your customer immediately pays for the product and services, we can create sales receipts. This is another way of recording your customer's remittances. 

 If you have any questions about managing your customers in QBO, feel free to leave a reply. We're one post away. Take care! 

Thanks for your response, Erika.

That does work, but it's pretty cumbersome.  I still don't understand why this information is not available in the customer's record.  The name is on the deposit, so why doesn't it show up?

Thanks for checking back with us, @jantco.

I believe I've found exactly what you're looking for. If you change the filter settings, the deposits will show as well. Let me show you how: 

1. At the top of the screen, click on the Type box. 
2. Choose All plus deposits. 
   • 

That should do the trick. Please let me know if you have any issues pulling the data. Take care and have a good one! 

This would be great and would solve the problem, but I don't have an option for type.  Right below the line with Transaction List mine just says "Create and send invoices-then get paid".  I tried to add a screenshot, but it won't upload.

Hello there, jantco.

I've replicated your concern and located the deposits using Tori's suggested steps. Please send us a screenshot to aid in resolving the issue.

In the meantime, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, review the deposit. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Additionally, you may want to check out these articles as your reference to guide you in case you need to personalize your invoices and other sales forms and receive invoice payments in QBO:

• Customize invoices, estimates, and sales receipts
• Record invoice payments

Keep me posted on how it goes in the comments below. I'm here to assist with other concerns regarding customer deposits or managing sales and income transactions in QBO. Take care.

I cannot get my screenshot to attach.  Which tool for screenshots will work here?

Hello there, @jantco.

I want to ensure that you can find the right tool for taking screenshots in your QuickBooks Online.

If you are using Windows, I suggest using the Snipping Tool that is already installed in your Windows system. This tool can be used to take screenshots of an open window, rectangular areas, a free-form area, or an entire screen. 

Here's how to access the Snipping Tool:

1. Search snipping tool in the windows search bar.
2. Click on the scissors and paper icon.
3. Double-click or enter to open.

If by any chance you are using a Mac, you can find tools for taking screenshots in your Mac App Store.

Just in case you want to add or delete attachments in QuickBooks Online, you can check out this article for more guidance: Add or delete attachments in QuickBooks Online.

If you have any other concerns about attachments in QBO, don't hesitate to leave a comment below. I will be happy to help.

@jantco 

Which tool for screenshots will work here?

Yes, the Snipping Tool is the best.  After you have saved the snip, click on the camera icon during your reply and upload the snip to your message.

thank you.  I was using the snip tool but was trying to drag it directly instead of using the camera.

Here is what I see in my customer page.  I don't have that option to change what is included.

I was having this same issue for a client that doesn't use invoices, I created a $0 invoice for 1 customer and it then allows me to see all information for all customers.  However, if I delete that invoice it then reverts back to hiding everything.  There shouldn't need to be an invoice to access the rest of the customer transactions. 

Welcome to the Community space, @Shirley15.

I am here to provide some insights about viewing your customer's information without creating an invoice in QuickBooks Online.

If you wish to view your customers' transaction history without creating a dummy invoice, you can access the information through your bank register or by running a Transaction List by Customer report.

Here's how:

1. Select Reports, from the left pane. 
2. Search for the Transaction list by customers report.
3. Then click Run report.

We value your opinion and suggestions about how QuickBooks Online (QBO) works. This will guide our product engineers on how to improve existing features and develop new ones to meet the needs of our customers. Here's how:

1. Sign in to your QBO account.
2. Go to the Gear icon.
3. Select Feedback under Profile.
4. Enter your suggestion. Then, click Next.

Moreover, I'm adding this helpful article as you reference in customizing your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to return to this post if you have other concerns about viewing your customer's information in QBO. I'll be here to lend a hand.