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PanoramixTx
Level 1

Payments to Deposit window

When I want to register a deposit, I click on Banking/Make Deposits, and get the "Payments to Deposit" window. By default the payments are sorted by payment method. Is there a way to have them sorted by default by date. I know I can click and select "Sort by date". What I am looking for is to have that selection the default selection. Thanks

8 Comments 8
Kristine Mae
QuickBooks Team

Payments to Deposit window

We're unable to change the default option, PanoramixTx.

 

You'll have to change it manually to sort payments by date.

 

Let me share the article on how to record and make Bank Deposits in QuickBooks Desktop as future reference.

 

If you have more questions, please reach out to us again. Take care! 

Sooner73
Level 1

Payments to Deposit window

My Payments to Deposit window does not have a "Sort by" option - it only has the top line of view payments by. How do I add that second sort line for Date, Type, Number, Amount?

MadelynC
Moderator

Payments to Deposit window

The sort by option should show on the deposit window, @Sooner73.

 

There are times unexpected behavior occurs. We can repair your file using our Verify Rebuild Data tool in QuickBooks desktop.


Verify Data identifies the most known data issues within a company file while Rebuild Data resolves data integrity issues that the Verify Data finds.


Before you get started, make sure to back up your company file. Once done, follow these steps below:

 

To Verify Data:

 

  1. Go to the File menu.
  2. Choose Utilities.
  3. Select Verify Data.

 

To Rebuild Data:

 

  1. Click the File menu.
  2. Go to Utilities and select Rebuild Data.
  3. Hit OK.
  4. Wait until the Rebuild is complete.

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You can check this link for complete details of the steps and other methods for fixing file issues: Fix data damage on your QuickBooks Desktop company file.


QBDT will now automatically group and match records customer payments for you. If you have QuickBooks payments, you can read this article for future reference.: Automatically record QuickBooks Payments bank deposits


Please keep me posted on the results upon repairing your QuickBooks. I'll be sure to help you.

laynev
Level 1

Payments to Deposit window

I am trying to do the same thing.  My drop down menu doesn't include that either.  I am not given "date" as a choice.  Only payment method types.

GraceC
QuickBooks Team

Payments to Deposit window

Hello there, @laynev.

 

Thanks for trying the steps my colleague provided previously and other possible solutions in the Community.

 

Since the Verify & Rebuild process didn't resolve your problem, the next step is to run the File Doctor. This tool checks for data corruption and errors in the Company File and attempts to repair them. It's super easy to use the tool.
 

Here's how:

  1. Close your QuickBooks.
  2. Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it.
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install is done, double-click the icon on your Windows desktop to open the tool hub.
  6.  If you can't find the icon, search in Windows for QuickBooks Tool Hub and choose the program.

Then, use the QuickBooks Install Diagnostic Tool:

  1. Open the QuickBooks Tool Hub.
  2. In the tool hub, select Installation Issues.
  3. Choose QuickBooks Install Diagnostic Tool. Let the tool run.
  4. When the tool finishes, restart your computer.

If the solutions in the article above won't work, you can update the window and follow step 3, to solution 5 in this article: Fix QuickBooks Desktop install errors.

 

Also, you can visit this article to know more about how to upgrade to a newer version QuickBooks Desktop: Upgrade to newer versions of QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

Please keep in touch with me here should you need any further assistance. I'll be around if you need any help.

RKenshin2021
Level 1

Payments to Deposit window

Same issue here.  Even after using the QuickBooks tool

RKenshin2021
Level 1

Payments to Deposit window

Having the same issue.  The repair did not fix it for me.  I'm on Pro 2018.

IamjuViel
QuickBooks Team

Payments to Deposit window

I thank you for sharing a screenshot about your concern, @RKenshin2021.

 

I'm here to guide you in performing additional troubleshooting steps to ensure that you'll be able to manually sort your transactions in the Payments to Deposit window.

 

Let's start by making sure that your QuickBooks software is updated to the latest version. This way, you'd always have the latest features and fixes.

  1. Go to the Help menu.
  2. Choose Update QuickBooks Desktop.
  3. Select the Update Now tab.
  4. Click Reset Update.
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Once completed, let's make sure to reboot your device. This ensures that all component are updated. Now, you can try depositing your customers' payments again.

 

Also, you can read through these articles where you can get additional information on how to resolve unexpected behaviors when navigating around QuickBooks:

Get back to us here if you have other questions about navigating around QuickBooks. I'm always here to lend a hand.

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