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otbuffy
Level 1

I have a security deposit account in my chart of accounts. How do I filter the account for a specific customer name? The search is not coming up with any results.

 
1 Comment 1
IamjuViel
QuickBooks Team

I have a security deposit account in my chart of accounts. How do I filter the account for a specific customer name? The search is not coming up with any results.

You've come to the right place, @otbuffy.

 

Let me guide you in searching your deposit transaction from your register.

  1. Go to the Accounting menu.
  2. Select the Chart of Accounts tab.
  3. Locate the account where the deposit is recorded.
  4. From the Actions column, click View Register.
  5. Click the Funnel icon.
  6. From the Transaction Type drop-down, choose Deposit.
  7. Select the Customer's name from the Payee drop-down.
  8. Click the Apply button.

Also, you can use the Advanced Search feature in locating your transactions.  

 

Here's how:

  1. Click the Magnifying Glass.
  2. Select the Advanced Search link.
  3. Choose Deposit from the Transaction Type drop-down.
  4. Pick Customer.
  5. Find the name of the customer.
  6. Click the Search button.

Lastly, you can generate and customize the Transaction Details by Account. This way, you'd be able to locate the deposit transaction for a specific customer for each account in your chart of accounts.

  1. Go to the Reports menu.
  2. Scroll down to the For my accountant section.
  3. Select the Transaction Detail by Account.
  4. Click the Customize button.
  5. From the Filter section, mark the following:
    • Transaction Type = Deposit
    • Account = Pick the account where the transaction was deposited.
    • Customer = Choose the specific customer's name from the drop-down.
  6. Click the Run Report button.

Once you've located the transaction, double-click on the amount of the deposit. This way, you'd see the complete details of the deposit.

 

Always feel free to leave your comments below if you have other questions about managing your transactions. I'm always here to help.

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