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DFlanigan
Level 1

QB Desktop Customer Center

I want to view deposits and checks in addition to invoices and payments on the Job Information screen of the Customer Center.

1 Comment 1
Maybelle_S
QuickBooks Team

QB Desktop Customer Center

Hi there, @DFlanigan.

 

Deposits made and Checks written to the job or customers will show in the list of transactions in the Customer Center. Here's how:

 

1. Go back to the Transactions tab under the Customer Information Center

2. Click the drop-down list for Show, then select Balance Details. This will show all deposits recorded for the job.

3. To show checks, click the drop-down list for Show again and select All Transactions.

 

To learn more about the different accounts receivable workflows in QuickBooks Desktop, you can check this article: Accounts Receivable workflows in QuickBooks Desktop.

 

Reach out to me if you have any other questions as I'm always here to help. Wishing you a good one!

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