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Active Member

Creating customer reports

Is it possible to run a report that shows cash (sales) from deposits compared to cash (sales) from final invoices?

1 Comment

Re: Creating customer reports

Hello there, @VL13.


I'm here to help you in pulling up your desired sales report in QuickBooks Desktop.


You can toggle the accounting method of your sales reports to pull up the cash (sales) from deposits and cash (sales) from final invoices. However, when comparing it you'll need to report the report through a spreadsheet.


Here are the articles that contains the process that you'll need to perform:

You can also read through this article about the Accounts Receivable workflow in QuickBooks Desktop for your future reference. 


Additionally, QuickBooks is constantly uncovering ways to make sure that your product meets your business needs. I'd encourage you to visit the New Feature section on your QuickBooks to be updated with our news and updates including innovations.


To do that:

  1. Click on Help.
  2. Select on New Features.
  3. Choose New Feature Tour.

This should get you moving today, VL13.


Feel free to leave a reply below if you have further questions with this concern. I want to ensure you're all set. Have a good one!