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toddlerner
Level 4

how to see received payments?

hi, how do i see received and deposited payments in qbo? thanks!  -todd

Solved
Best answer March 24, 2021

Best Answers
MirriamM
Moderator

how to see received payments?

Hello again, toddlerner

 

On behalf of my colleague @Jovychris_A, you're most welcome. 

 

As for your other concern, when running the Deposit Detail report, the amount that will show is only per transaction. To get the total report, you can export the report to excel then, add all the amount to get the total.

 

To export the report, select the export icon beside the gear. Then, click the Export to Excel option under the export icon.

 

To learn more about managing reports in QBO, check out the below articles: 

If there's anything else I can do for you, feel free to reach back out. I'm here to help. Have a great day.

View solution in original post

7 Comments 7
Rose-A
Moderator

how to see received payments?

It's good to hear from you again, toddlerner. I'd be glad to show you where you can see all your received and deposited payments in QuickBooks Online.

 

To see the received and deposited payments, you can go to the Deposits area in QuickBooks. Let me walk you through the process.

 

  1. Click Sales in the left panel.
  2. Go to the Deposits tab.
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  3. You'll see all the received and deposited payments from there.

 

In case you need to know when the deposits were made, you can follow the steps below:

 

  1. Sign in to the Merchant Service Center.
  2. Select the Activity & Reports tab and then All Statements.
  3. Find your most recent statement and select View.
  4. Enter the last 4 digits of your Tax ID number.
  5. View the Date in the Activity Summary. This is the date the deposit was made.

 

I'll be sharing with you this article: Find out when QuickBooks Payments deposits customer payments. This will provide you more information about the next-day deposit feature as well as a chart to know when the will be deposited into your account.

 

Thanks for your time today. For other payment questions or anything in QuickBooks, do let me know in the comments below. I'll be more than happy to help. Have a great rest of your day!

toddlerner
Level 4

how to see received payments?

thanks for your reply, rose... i don't see a "deposits" tab in my qbo (?) – screenshot attached. thank you -todd

toddlerner
Level 4

how to see received payments?

thanks for your reply, rose... i don't see a "deposits" tab in my qbo (?) – screenshot attached. thank you -todd

Jovychris_A
QuickBooks Team

how to see received payments?

I'll help you see the deposits and payments received, @toddlerner.

 

If you have a QuickBooks Payments account, you can see those deposits and payments in the Deposits tab of the Sales menu as indicated by my peer.

 

However, when you've recorded the payments received and deposits manually, you can run the Deposit Detail report to a specific time range.

 

Here's how:

  1. Click the Search icon on the top right.
  2. Type "deposit" and then select Deposit Detail.
  3. Adjust the Report period.
  4. Then hit Run report.

It also includes a sales receipt. If you want specifically to show payments and deposits, simply click the Customize button. Then Filter the Transaction Type to check the boxes for payments and deposits only and hit Run report.

 

 

I've added a reference for more details about running reports that can help you see different aspects of your business: Run reports in QuickBooks Online.

 

You can also memorize the customized report that we generated.

 

I'd be happy to answer them if you have additional questions about viewing records. The Community will back you up always. Stay awesome todd!

toddlerner
Level 4

how to see received payments?

that's great, Jovychris_A, thank you very much!... question: how can I get a total on this report... how can I know my total gross receipts for my schedule c at tax time? thanks!  -todd

MirriamM
Moderator

how to see received payments?

Hello again, toddlerner

 

On behalf of my colleague @Jovychris_A, you're most welcome. 

 

As for your other concern, when running the Deposit Detail report, the amount that will show is only per transaction. To get the total report, you can export the report to excel then, add all the amount to get the total.

 

To export the report, select the export icon beside the gear. Then, click the Export to Excel option under the export icon.

 

To learn more about managing reports in QBO, check out the below articles: 

If there's anything else I can do for you, feel free to reach back out. I'm here to help. Have a great day.

View solution in original post

toddlerner
Level 4

how to see received payments?

ty!

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