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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.

View solution in original post

4 Comments 4
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.

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