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shej
Level 1

transactions not showing up in customer quickreport?

Hi, I'm using quickbooks premier edition, and I just noticed that any transaction that I've entered by just creating a deposit is not showing up under the customer's quickreport, despite my assigning the transaction to that particular customer. Is this a bug? Am I missing something?

Solved
Best answer December 26, 2021

Best Answers
MaryLandT
Moderator

transactions not showing up in customer quickreport?

Thank you for getting back to us, shej.

 

I can clarify things out for you on why deposits won't show up on the customer quickreport. A deposit is a bank entry that you need to record as income to a certain account on your register.

 

Hence, the customer account doesn't include deposits. I can provide the steps so you can see what transactions are included in the customer's account.

 

  1. Go to Customers, then Customer Center.
  2. Click the name of the customer.
  3. Select the Transactions tab.
  4. From Show, select All Transactions.

 

Also, please know that QuickBooks Desktop also uses a concept called Source and Targets to apply accounting principles and processes.

 

You can browse this link and proceed to How QuickBooks generate reportsUnderstand reports. It includes customizing and memorizing a report.

 

Please update me by commenting below if you have additional questions about running the customer quickreport. I'm always right here to provide the information that you need.

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10 Comments 10
RenjolynC
QuickBooks Team

transactions not showing up in customer quickreport?

Hello, shej.

 

Let me share a solution to help you fix the customer quickreport to display the transactions. 

 

If you have set the Dates and customized the report, but still have missing transactions, it might be that there is data damage in the file. We can perform the Verify and Rebuild Data. This helps to identify the most commonly known data issues resolves them.

 

To Verify Data, here's how:

 

  1. Go to Window Close All.
  2. From the File menu, select Utilities.
  3. Click Verify Data

To Rebuild Data, you can follow these steps: 

 

  1. Go through steps 1-2 from above. 
  2. Choose Rebuild Data
  3. Click OK when receiving a message to backup your company file. 
  4. Hit OK when you get another message stating Rebuild has completed

For reference, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Once done, try to open the customer quickreport and check to see if the transactions are showing up.

 

To learn more about the different reports in QuickBooks Desktop and how you can customize them, please check out these guides:

 

Please keep me posted on how things go after doing the steps above. I'll get back to this thread and help you out again. Take care!

shej
Level 1

transactions not showing up in customer quickreport?

Thank you for your response.

 

I just went through the steps to perform the verify data, and the result was the there were no problems detected with the data. 

 

Do you have any other suggestions?

shej
Level 1

transactions not showing up in customer quickreport?

Thank you for your response.

 

I went through the steps for the data verification. The results were that no problems were detected with the data.

 

Any other suggestions?

MaryLandT
Moderator

transactions not showing up in customer quickreport?

Thank you for getting back to us, shej.

 

I can clarify things out for you on why deposits won't show up on the customer quickreport. A deposit is a bank entry that you need to record as income to a certain account on your register.

 

Hence, the customer account doesn't include deposits. I can provide the steps so you can see what transactions are included in the customer's account.

 

  1. Go to Customers, then Customer Center.
  2. Click the name of the customer.
  3. Select the Transactions tab.
  4. From Show, select All Transactions.

 

Also, please know that QuickBooks Desktop also uses a concept called Source and Targets to apply accounting principles and processes.

 

You can browse this link and proceed to How QuickBooks generate reportsUnderstand reports. It includes customizing and memorizing a report.

 

Please update me by commenting below if you have additional questions about running the customer quickreport. I'm always right here to provide the information that you need.

Stumpy23
Level 2

transactions not showing up in customer quickreport?

It appears your problem is only fixed by creating a sales receipt or an invoice, then receive payment, then make deposit.  You cannot simply make a deposit and it show as income from the customer even though you are inputting the needed information in the Make Deposits page.  There are several other unresolved discussions related to yours that have any useful information as far as I'm concerned.  In conclusion, if you want to see the information you want to, you will need to make two more completely useless entries.  I'm adding my comments in this discussion in hopes that someone might see one of them that can allow a simple deposit to be tied to a customer as income without having to enter two more steps to the process.

windyl0u
Level 4

transactions not showing up in customer quickreport?

This has been an issue for years, I'm beginning to think they have no intention in solving it.However, I've found a small workaround. Still adds an extra step that it shouldn't though. Creating the deposit & putting the customers name in the name field does no good. After you create the deposit, if you'll go into your bank register and add that customer name to the Payee field, it shows up on the customers transactions & Quickreport. I have literally been trying to fix this for years!

Val41
Level 1

transactions not showing up in customer quickreport?

That works thank you ….

DS127
Level 4

transactions not showing up in customer quickreport?

I tried to do this. Not sure what you mean by "add customer to payee field"?  I have in the deposit transaction, "Received from" and the customer name.  But as noted in earlier posts, it is not showing with the customer's transactions.  Can you explain the workaround with a little more detail?  I think I'm stuck with creating sales receipts .   Thanks!

Spencer Lake RV Park
Level 2

transactions not showing up in customer quickreport?

Thank you so much for this, Stumpy23.  

 

Why have the field in the deposit screen if you can then not actually tie it back to the customer (tenant in my case)?  I want to do a quick check through to make sure all tenants paid their rents this past year.

 

I would like to track tenants payments by name of tenant. Is anyone aware of a workaround that does not require creating an additional invoice or sales receipt?

 

Question for QB Desktop experts.  Just curious, why have the received from field on the deposit screen when it doesn't compile this information in any way.  Is there another report that could help me?

 

AnneMariee
QuickBooks Team

transactions not showing up in customer quickreport?

Hello there, Spencer.
 

Let me provide information about recording and tracking your tenants' payments in QuickBooks Desktop.

 

If you want to record your tenants' payments without using an invoice or a sales receipt, you can use the Deposit transaction. This way, you can run the Deposit Detail report to track the payments.

 

Once you're ready to run the report, you can follow the steps below to do so.

 

  1. On the top menu bar, select Reports.
  2. Click Banking. Then, choose Deposit Detail.
  3. Click the Customize Report button.
  4. On the Display tab, select the columns you'd like to see on the report.
  5. Click the Filter tab to choose the customers and date you'd like to see.
  6. Once done, click on OK.

 

You can also memorize this report to save its current customization settings.

 

For future reference, I've added this article to help you track how your business is doing: Customize company and financial reports.

 

Keep me posted if you require further assistance with tracking payments in QuickBooks Desktop. I'm just one post away. Stay safe.

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