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I need to make some adjustments to payments and need to locate the deposits that were months ago. When i go to make deposits as of now the only way i know to find the date I am looking for is to continuously click "previous" until i find the desired date and deposit.
Are there any other quicker ways to search for deposits by date or customer.
Thank you
Solved! Go to Solution.
We can pull up and customize the Deposit Detail report, DanCon91.
This way, we'll be able to easily see your past deposits and the transactions you combined with them. Here's how:
To know more on how to personalize reports in QuickBooks Desktop, please see this article: Customize Reports.
You can also check out this article to learn the other things you can do on your deposits: Record and Make Bank Deposits.
Additionally, I've added an article that'll help you save the current customized setting of the report. This helps you easily access them in the future: Memorized Reports.
I'll be glad to help you again if you have more questions about running reports. I want to ensure everything is taken care of.
We can pull up and customize the Deposit Detail report, DanCon91.
This way, we'll be able to easily see your past deposits and the transactions you combined with them. Here's how:
To know more on how to personalize reports in QuickBooks Desktop, please see this article: Customize Reports.
You can also check out this article to learn the other things you can do on your deposits: Record and Make Bank Deposits.
Additionally, I've added an article that'll help you save the current customized setting of the report. This helps you easily access them in the future: Memorized Reports.
I'll be glad to help you again if you have more questions about running reports. I want to ensure everything is taken care of.
Hi DanCon91,
Hope you’re doing great. I wanted to see how everything is going about locating your previous deposits in QuickBooks Desktop. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
Hi Charlenemae_F,
Thank you for your reply. This seems like it would be very helpful but for some reason when I customize the report and filter for customers the results come up empty and i have a blank page
Hi,
I was apply to pull the search results (although not by customer) by date.
The issue is I not only need to locate the deposits but i needed to delete the deposits so i can make adjustments and apply a portion of the payments to another account.
Pull the deposit detail seems to only show me the deposits but does not allow me to delete and change anything from the report.
I found that slicking on the deposit date itself brings me to the make deposit screen i needed to get to.
This saves me so much time and work.
Thank you very much!
Thank you for the tip! I've also had to "click back" through multiple deposits and have not been able to find a shortcut. This helps tremendously.
YES!!! Thank you that was a tremendous help! I was also clicking back through all the deposits to get to the one I needed to correct.
"Banking" does not appear on the "Reports" menu. Arrhgh.
Let me help you find it, Cw6546.
The Banking section is under Employees & Payroll. Then, from there, you can pull up the Deposit Detail report.
In your case, since you're unable to find Banking, it can be your file is corrupted. Let's run the Verify/Rebuild utility to detect the data damage. Here's how:
Once done, check if you can see the Banking section. However, if it didn't make any difference, you can use the QuickBooks File Doctor to fix your company file.
Get back to this thread if you need more help. We're one comment away. Take care!
In QuickBooks Online:
If you have to edit a deposit you created, you would have to find it and and first delete it and start a new one.
Me for example I accidently put it was coming out of a wrong bank account, and I had to go back and find it, luckily for me I found it in the banking screen, and it was wanting to be match to another deposit, I clicked on it from there and unselected items, and then deleted it. I then had to make another one with the corrections I needed.
Its frustrating, and you would think there is a button for deposits being created in QBO, but I don't see it.
Upon further investigation I believe you can find the deposits under.....
Reports- Deposit Detail
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