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Video instructions and help with filling out and completing cash reporting requirements for banks

Instructions and Help about cash reporting requirements for banks

This is recent McKenzie advanced certified QuickBooks ProAdvisor with a QuickBooks accountant time-saving trick how to create a report that shows which invoices multiple payments were applied to also known as the cash application report the easy way to quickly see where a Chuck was applied is to highlight the check at a list and then press the ctrl H and this opens the transaction history box I really like this handy little box because you can do a couple of cool things from here you can open the original transaction by selecting the Edit payment button you can also go to one of the invoices here by pressing the go-to button and the other thing you can do is to print a report and here's that report all nicely formatted and ready to be sent out but what if you need to see multiple payments at the same time there is not a pre-designed report in QuickBooks for this situation but I'm going to show you how you can quickly create one now there are two reports in QuickBooks that will show the link between transactions and we can find those under the banking section of the reports menu they are the deposit detail and the check detail report and we are going to modify the check detail report to get what we need in QuickBooks accountant 2021 the modify report button has been renamed to customize report so I'm going to click that and the first step is to scroll down the columns and select the paid status and pay method next I'm going to click the filters tab and I am going to change the account filter to all accounts I'm going to remove the amount filter I'm going to change the date filter to the date range that I need I'm going to change the transaction type to payment then I'm going to change the tail level - all except summary the final step is to choose the name of the customer that I need this information for now I'm going to remove the account column and the item column because I don't need those now there are some limitations and drawbacks to this report the deposit that the payment is linked to is also going to show up on this report and the invoice line items are going to show so if you're using more than one item on an invoice you're gonna see multiple entries and you also cannot see the invoice total the total that is listed on the report is irrelevant as all it is doing is adding the invoice line items plus the deposit entry together so that number really wouldn't mean anything and if you have one check that is applied to multiple jobs there's going to be more than one entry for that check listed now let's take a look at what I'm talking about here so here we have the line in bold is going to be.