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seida
Level 1

How can i customize the bank deposit to show more details on sales receipt # and time when the receipt paid

 
1 Comment 1
JanyRoseB
QuickBooks Team

How can i customize the bank deposit to show more details on sales receipt # and time when the receipt paid

Hello there, seida.

 

Good to see you here in QuickBooks Community. I'm here to help and guide you on how to pull up the sales receipt information you need in QuickBooks Online (QBO).

 

QBO doesn't have an option to customize the bank deposit. However, you can pull the Sales by Customer Detail report to show the sales receipt transaction's information. Let me walk you through the steps:

  1. On the left tab menu, select Reports.
  2. Type-in Sales by Customer Detail on the search tab.
  3. Set the date range. 
  4. Click the Group by drop-down arrow and select Transaction Type.
  5. Select the Accounting method.
  6. Click the report gear icon
  7. Put a check marked on the A/R Paid box.
  8. Click Customize
  9. Click the Filter arrow.
  10. Put a check mark on the Transaction Type, and select Sales Receipt
  11. Once done, click Run report

For additional reference, you can check this article on how to customize reports.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Online Support Team. They have the tools to pull up your account and do a remote session. 

 

Here's how you can contact our phone support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help at the top right.
  3. Select Contact Us to connect with a live agent.

This will get you on the right track. Please know that I'm just a post away if you have any other questions about the Sales receipt report. Wishing you and your business continued success. 

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