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Replying to:
ReymondO
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Hi there, @theatretreasurer. Thanks for adding further clarification and attaching a screenshot.

 

I understand the frustration that can arise when encountering difficulties while attempting to run specific reports within QuickBooks. Allow me to offer some steps to help address this concern.

 

Upon reviewing the situation from my end, I was able to successfully see the linked name for the deposit. It's possible that certain deposits may not be linked to a customer, vendor, or employee within the Bank Deposit window. This could be the reason why the names aren't showing in the report.

 

To check, open again the Transaction Detail by Account report and click the transaction to open its window. After that review the Deposit window and make sure that a name is selected under the Received From column.

deposit.PNG

If a name was indeed present and you continue to encounter the same issue, I recommend performing some browser troubleshooting steps. Begin by accessing your account in a private browsing window. This will help determine whether the problem is related to a cache-related issue. You can activate this mode using the following shortcuts:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If this resolves the problem, you can clear your browser's cache to refresh it. If the issue persists, I'd recommend switching to another supported browsing application.

 

Furthermore, QuickBooks offers the capability to customize reports, enabling you to access the specific details most pertinent to your business.

 

For any additional concerns related to QuickBooks, please don't hesitate to share them here in the Community. We're always ready and willing to assist with your queries. Wishing you a wonderful day ahead!

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