how to see received payments? (2024)

‎March 24, 202108:23 AM

hi, how do i see received and deposited payments in qbo? thanks! -todd

• QuickBooks Online

MirriamM

It's good to hear from you again,toddlerner. I'd be glad to show you where you can see all your received and deposited payments in QuickBooks Online.

To see the received and deposited payments, you can go to the Deposits area in QuickBooks. Let me walk you through the process.

1. Click Sales in the left panel.
2. Go to the Deposits tab.
   
3. You'll see all the received and deposited payments from there.

In case you need to know when the deposits were made, you can follow the steps below:

1. Sign in to the Merchant Service Center.
2. Select the Activity & Reports tab and then All Statements.
3. Find your most recent statement and select View.
4. Enter the last 4 digits of your Tax ID number.
5. View theDate in the Activity Summary.This isthe date the deposit was made.

I'll be sharing with you this article:Find out when QuickBooks Payments deposits customer payments. This will provide you more information about the next-day deposit feature as well as a chart to know when the will be deposited into your account.

Thanks for your time today. For otherpaymentquestions or anything in QuickBooks, do let me know in the comments below. I'll be more than happy to help. Have a great rest of your day!

I'll help you see the deposits and payments received, @toddlerner.

If you have a QuickBooks Payments account, you can see those deposits and payments in theDepositstab of theSalesmenu as indicated by my peer.

However, when you've recorded the payments received and deposits manually, you can run theDeposit Detailreport to a specific time range.

Here's how:

1. Click theSearchicon on the top right.
2. Type "deposit" and then selectDeposit Detail.
3. Adjust theReport period.
4. Then hitRun report.
   

It also includes a sales receipt. If you want specifically to show payments and deposits, simply click theCustomizebutton. ThenFilterthe Transaction Type to check the boxes for payments and deposits only and hit Run report.

I've added a reference for more details about running reports that can help you see different aspects of your business:Run reports in QuickBooks Online.

You can alsomemorizethe customized report that we generated.

I'd be happy to answer them if you have additional questions about viewing records. The Community will back you up always. Stay awesome todd!

Hello again,toddlerner.

On behalf of my colleague @Jovychris_A, you're most welcome.

As for your other concern, when running the Deposit Detail report, the amount that will show is only per transaction. To get the total report, you can export the report to excel then, add all the amount to get the total.

To export the report, select theexport iconbeside the gear. Then, click theExport to Exceloption under the export icon.

To learn more about managing reports in QBO, check out the below articles:

• Customize Reports in QuickBooks Online
• Memorize Reports in Quickbooks Online
• Export your reports to Excel from QuickBooks Online

If there's anything else I can do for you, feel free to reach back out. I'm here to help. Have a great day.