How do I view customer details?

I have split Deposits into categories (Music Purchased, Membership Dues Paid) I have also entered the customer name into the split transactions.

Now I need to look up the customer to verify that everyone has paid for their Music and their Membership.

When I run a split transaction report, there are no customer names attached to the split transactions! 

What report can I use to see which customers have paid for which things?

Answer

Hi there, grace_in_joy

Hi there,

The names showing on Transaction List with Splits report are coming from the payee field on the top of the transaction screen. When creating a deposit in QuickBooks, the only information you can enter on the top is the account. That’s why the report won’t show your customers’ names.  (I’ve attached screenshots below for additional reference).

To see which of your customers have already paid, you can pull up the Deposit Detail report.

Here’s how:

  1. Go to Reports on the left panel.
  2. Type in Deposit Detail on the search box.

 If there's anything else I can do for you, please don't hesitate to reach out to me. I'll be here to help you.

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IntuitMikiD , Community Support Specialist
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