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admin376
Level 1

new to QBO , where do I find my deposit summary?????

where in QBO is my deposit history?

1 Comment 1
NerbynMaeI
QuickBooks Team

new to QBO , where do I find my deposit summary?????

Glad to have you here, admin376.

 

We can run a report a Deposit details to show your deposit summary in QuickBooks Online (QBO). Here's the step-by-step process:

 

  1. Log in to your QBO account.
  2. Go to the Reports menu.
  3. Type Deposit details.
    image.png
  4. Choose the Dates and filter down the Columns, Filter, and Group by.
    image.png

I've attached screenshots for your reference:
image.png

For classic view option, please follow the sample screenshot below: 

image.png

 

You can also check out this resource to learn more about exporting your reports to Excel in QBO: Export your reports to Excel from QuickBooks Online.

 

I'd also like to share that our QuickBooks Live Expert Assisted team can help run your financial management with personalized advice tailored to your business's unique needs.

 

Feel free to post again here in the Community if you need further assistance.

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