I want to start by saying we've heard your feedback about how the responses and steps are presented, Deadwood Al. I would like to take this chance to clarify how the program makes use of the payment method fields.
The PAYMENT METHOD and PMT METH fields are two distinct fields in QuickBooks Desktop.
The PAYMENT METHOD field is used in sales transactions, such as sales receipts and customer payments.
On the other hand, PMT METH is used in bank deposit transactions.
Therefore, if a filter is added for PAYMENT METHOD to the Deposit Detail report, no data will be displayed if you're basing the report from bank deposits. However, it will show data if you have sales receipt or customer payment that are directly posted into the bank, without first being held in the Undeposited Funds account.
To learn more about how the program displays data when running reports, I recommend checking out this article: Understand Reports.
You also mentioned about sending feedback to our engineers. Please do share that feedback, as it will help our engineering team identify ways to improve the reporting functionality.
Just in case you need more guidance when running reports, feel free to check out these articles:
- Combine Reports From Multiple Company Files
- Use Check Or Deposit Detail Reports To Show Transaction Links And Mimic Cash Receipt Report
As always, feel free to continue posting questions in the Community if you have any questions or need further assistance when analyzing data or performing any bookkeeping tasks in the program. The QuickBooks team and other users are always here to help and provide guidance."
