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August 8, 2025
Question

how do I find which payments were posted into a deposit?

  • August 8, 2025
  • 1 reply
  • 7 views

Received notice of deposits from Quickbooks and see deposits in the bank account but do not know which customer(s) are in the deposit since notice of payment received and the actual deposit shown by the bank are not clearly shown which customer(s) are included in the actual deposit. Any suggestions?

1 reply

QuickBooks Team
August 8, 2025

There are several ways to identify which customer payments were included in a specific deposit, ctpsw.

 

To view the details of payments into a deposit in QuickBooks Online (QBO). Here's how:

 

  1. Go to the Sales & Get Paid menu and choose QuickBooks Payout.
  2. Select the deposit to see the details.

 

If you use QuickBooks Merchant Services, you can review transaction details by following these steps:

 

  1. Sign in to the Merchant Service Center using your login credentials.
  2. Go to Activity Reports and select Transactions.

  3. Filter the Dates and click Search.

 

You can also generate a Deposit Detail Report to see an overview of the customer payments that have been deposited. Here's how:

 

  1. Go to the Reports section.
  2. Use the search bar to find and select the Deposit Detail.

  3. Click Columns and check the box for Customer Full Name to add this detail to the report.

  4. Review the report to see the specific customer payments tied to your deposits.

 

You can revisit this thread if you have follow-up questions.