I understand the importance of seeing our customers' activity, jan.
In QuickBooks Online (QBO), we can obtain our customer's activity by manually pulling them individually. However, we can also run a report that functions similarly.
We can pull up the Deposit Detail reports and filter them into Deposit transactions. The report lists all your completed bank deposits.
Here's how:
- Go to the Reports menu.
- From the Find report by name, search for Deposit Detail.
- Set the Report period.
- Select Customize, then Filter.
- From the Transaction Type dropdown list, choose Deposit.
- Click Run report.
Also, you can click the individual deposits to get more details.
You can read this article for more info: Record and make bank deposits in QuickBooks Online.
Alternatively, if your customer immediately pays for the product and services, we can create sales receipts. This is another way of recording your customer's remittances.
If you have any questions about managing your customers in QBO, feel free to leave a reply. We're one post away. Take care!
