I used to be able to do an advanced 'find' report by name and pull all transaction by a customers name. Now, I have no transactions showing up under my customers. I have verified the data and received a "no problems noted" report. I do not use invoicing (not practical in my situation), but receive payments from customers which are placed directly on the deposit slip which clearly shows the customers name as the payee. I even put their name in the details portion of the deposit slip. Yet I am unable to pull a report by customer to show their transactions. This means that if I am having to search for a customer's prior payments I have to go back on a deposit-by-deposit basis and search. This is time consuming and frustrating based on the fact that I used to be able to get this information with a search function. Any assistance would be appreciated!
Welcome to the Community, @Bevielaw. Thanks for reaching out to us.
I understand how keeping track of your deposits is relevant in managing your business in QuickBooks Desktop (QBDT). I suggest running the Deposit Detail report to keep a record of your deposit transactions. Here's how:
If you wish to personalize your report, you may visit this article as your reference: Customize reports in QuickBooks Desktop.
I've also included these articles that will help you in managing reports in QuickBooks Online
Feel free to click the Reply button below if you need further assistance with your transactions in QuickBooks Desktop. We're available 24/7. Stay safe!
This answer, while it is thorough regarding how to pull a deposit detail report, does not address the issue that the deposits are not searchable by the customer name. A deposit detail report, unless each customer payment is listed on a separate deposit slip, is not searchable.
The work around I have found is completing a sales receipt, then adding the payment to the deposit slip showing it posting from undeposited funds. This makes it a three step process instead of the one step process I used to be able to do.
I do not invoice from QB -- so the sales receipt seems to be the only other option available to post payments to the appropriate accounts, then get them added to a deposit slip.
Kinda frustrating. I would like the technology to eliminate steps instead of adding more!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here