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Replying to:
AnneMariee
QuickBooks Team

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Hello there, Spencer.
 

Let me provide information about recording and tracking your tenants' payments in QuickBooks Desktop.

 

If you want to record your tenants' payments without using an invoice or a sales receipt, you can use the Deposit transaction. This way, you can run the Deposit Detail report to track the payments.

 

Once you're ready to run the report, you can follow the steps below to do so.

 

  1. On the top menu bar, select Reports.
  2. Click Banking. Then, choose Deposit Detail.
  3. Click the Customize Report button.
  4. On the Display tab, select the columns you'd like to see on the report.
  5. Click the Filter tab to choose the customers and date you'd like to see.
  6. Once done, click on OK.

 

You can also memorize this report to save its current customization settings.

 

For future reference, I've added this article to help you track how your business is doing: Customize company and financial reports.

 

Keep me posted if you require further assistance with tracking payments in QuickBooks Desktop. I'm just one post away. Stay safe.

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