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May 30, 2024
Question

QB Online Reports

  • May 30, 2024
  • 1 reply
  • 2 views

Is there a report that I can run out of QB online that will show the the Date, Reference #, Customer, Memo and $ Amount (in a positive number) of all deposits made into our Accounts Receivable account?

1 reply

Level 8
May 30, 2024

Good afternoon, @MG723

 

Welcome to the Community! 

 

With the information you gave, I recommend using the Deposit Detail report within your QuickBooks Online account. There are also additional columns that you could choose from if you don't think the default ones on the reports. 

 

Here's how: 

 

  1. Go to the Reports tab on the left-hand side menu bar. 
  2. Ensure that you're on the Standard tab when on the reports page. 
  3. Scroll down until you see Deposit Detail.
  4. Click and make sure setting/column changes needed to get the results you want. 

 

As a future reference, check out this guide: Customize reports in QBO

 

Feel free to come back if you have any additional question. Have a wonderful day!