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Replying to:
jeanbiverly_
QuickBooks Team

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Hello, @loilars. I’m thrilled to hear that my colleague's solution worked for you! Your proactive approach is refreshing and shows how invested you are in maximizing your use of QuickBooks.

 

Regarding your question, the Deposit Detail report is designed to show selected transactions with any linked transactions, such as an invoice and its payment or bill and its bill payment. Essentially, it provides a comprehensive view of your financial activities, reflecting all the money flowing in and out of your accounts.

 

For more detailed information, visit this article: Use Check or Deposit Detail Reports to show transaction links and mimic Cash Receipt Report.

 

In case you want to personalize your reports, save their customization settings, and schedule them for email, check out these resources for more guidance:

 

If you've got other concerns, shoot them my way. I’m always here to help you find clarity and enhance your experience with QuickBooks. Wishing you continued success, loilars!

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