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HeatherMarie1
Level 3

deposit summary

how do I adjust the spacing on the deposit summary?

6 Comments 6
Mich_S
QuickBooks Team

deposit summary

Greetings, Heather. I know how you can adjust the spacing on the deposit summary in QuickBooks Online.

 

I want to ensure we're on the same page. Are you trying to edit the columns in the Deposit Detail Report? If so, you can drag each of them to adjust their spacing. I'll show you how:

 

  1. Open the Reports menu.
  2. Search and open the Deposit Detail report.
  3. Move the line/grid in between columns to expand or shrink the column. See the snapshots below for visual reference:

 

 

On the other hand, if you want to change the horizontal rows, I suggest exporting the report as PDF. Then, edit it from Adobe or any PDF application you have available.

 

 

Finally, if you're referring to a different thing, kindly provide us with more information about it. This helps us check further and guide you on what to do.

 

Here are additional articles about managing and personalizing reports in QBO:

 

 

Keep in touch so we can assist you if you have other concerns with reports, customization, or QuickBooks. We'll make sure to respond as soon as we can. Stay safe!

HeatherMarie1
Level 3

deposit summary

I'm referring to the deposit summary not the report 

Jovychris_A
Moderator

deposit summary

Allow me to clarify more info about editing the Deposit Summary file, @HeatherMarie1.

 

I appreciate your interest in adjusting the spacing on the Deposit Summary. The ability to modify it is unavailable in QuickBooks Online. You'll want to download the .PDF file and convert it using a third-party online file converter tool, like from PDF to Word, to edit or adjust the spacing.

 

Once you got an online converter tool, follow these steps to convert the file:

  1. In QuickBooks Online, click the Search icon.
  2. Select the Deposit transaction.
  3. Click Print and then choose Print deposit summary only.

     
  4. Hit Download.

 

Once done, you can use the online converter tool (third-party application) and then select the PDF file to transform it into Word. Once completed, open the document file and edit the spacing using a Word application.

 

I also included some articles that will come in handy moving forward to help see financial data:

 

 

Feel free to comment if you have other QuickBooks concerns, Heather. We're always here to help you 24/7. Stay safe and well.

HeatherMarie1
Level 3

deposit summary

Quickbooks needs to step up their game. Why they took away things we used to be able to do is ridiculous!!

HeatherMarie1
Level 3

deposit summary

no one has time to do all that!

MariaSoledadG
QuickBooks Team

deposit summary

I can completely understand why you're so upset. Having the option to adjust the deposit summary and useful and convenient for your business, Heather.

 

You'll want to submit a request to our product team to let them know how this feature is useful for your needs. To do so, follow the steps outlined below:
 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

In the meantime, you can follow the workaround provided by my colleague @Jovychris_A. Furthermore, QuickBooks offers a variety of reports according to your subscription. Use a Deposit Detail report that you can use included in the list. Check out this article for more information: Reports Included In Your QuickBooks Online Subscription.

 

Beyond that, you can filter reports to make sure you get the information you need most. Here's a great resource for your reference: Customize Reports In QuickBooks Online.

 

Please get in touch if you have any questions when running the deposit summary. I'm always right here to help you anytime. 

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