I'm trying to view the deposits for my business in my checking account that are linked to an invoice in either the "income" or "income & expense" reports. However, I'm only able to see the invoices sent, but not the actual deposits. I've tried everything I can think of to get the deposits to show, but nothing seems to work. For my final test I tried the following. * Modify the deposit transaction to not be excluded from reports * Add a tag to the deposit * Go to the income report and set the filters to include the date range of the deposit and the tag. * The deposit doesn't show up and the report shows no transaction activity. What I should see is the single deposit associated with the tag. I can't seem to think of anything else to try to get this deposit to show up in the report correctly. It seems like the only thing I can view for the business is the invoices and not the actual deposits by date.

@skano, thanks for the reply! It looks like both the Income & Expense Report and the Profit & Loss Report can be changed to a cash basis, which should show the report based on when the income was received versus when it was billed, according to the definitions in our support article here. Does this help with what you're looking for? If not, I think providing some screenshots showing what's going on with these reports in Quicken Business & Personal will help the Community have a clearer picture.

nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How can I view business deposits into my checking account in reports

skano

I'm trying to view the deposits for my business in my checking account that are linked to an invoice in either the "income" or "income & expense" reports. However, I'm only able to see the invoices sent, but not the actual deposits. I've tried everything I can think of to get the deposits to show, but nothing seems to work. For my final test I tried the following.

Modify the deposit transaction to not be excluded from reports
Add a tag to the deposit
Go to the income report and set the filters to include the date range of the deposit and the tag.
The deposit doesn't show up and the report shows no transaction activity.

What I should see is the single deposit associated with the tag.

I can't seem to think of anything else to try to get this deposit to show up in the report correctly. It seems like the only thing I can view for the business is the invoices and not the actual deposits by date.

Find more posts tagged with

Reports

Transactions

Component react.asset.answerThread had an error.

Permission Problem You need the session.valid permission to do that.