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Replying to:
MaryLandT
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Thank you for getting back to us, shej.

 

I can clarify things out for you on why deposits won't show up on the customer quickreport. A deposit is a bank entry that you need to record as income to a certain account on your register.

 

Hence, the customer account doesn't include deposits. I can provide the steps so you can see what transactions are included in the customer's account.

 

  1. Go to Customers, then Customer Center.
  2. Click the name of the customer.
  3. Select the Transactions tab.
  4. From Show, select All Transactions.

 

Also, please know that QuickBooks Desktop also uses a concept called Source and Targets to apply accounting principles and processes.

 

You can browse this link and proceed to How QuickBooks generate reportsUnderstand reports. It includes customizing and memorizing a report.

 

Please update me by commenting below if you have additional questions about running the customer quickreport. I'm always right here to provide the information that you need.

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