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Sorting the Deposit Screen QBPro 2008

 

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Subject Author Date
Sorting the Deposit Screen QBPro 2008 damirkukec 05-27-2008
Posted by aps on May 30, 2008, 9:37 pm
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damirkukec@bellsouth.net wrote:

>wrote:
>> > > I also recently upgraded from 2005 to 2008. The make deposit window is=
>
>> > > NOT the same as in 2005. It is now sorted by Payment Method/Date.
>> > > Previously it was sorted by Date only. I can see no way to change the
>> > > sort order.
>> > > Greg-
>>
>> > I agree with Greg. =A0I will contact QB directly to see if they have a
>> > solution. =A0I'll keep you posted.
>>
>> > Damir
>>
>> I think you are both referring to the "Payments to Deposit" window,
>> and not the "Make Deposits" window. So I still stand by my comment
>> that the "Make Deposits" window has not changed.
>>
>> Unfortunately this new bit of information does not give me any clue on
>> how to help *you*. Because like you, I cannot see how to change the
>> sorted order in the "Payments to Deposit" window.
>>
>> Unless Intuit can tell you how to sort this screen, you'll need to get
>> the batch information from your processor. Another option is to get
>> the QB Merchant service. This groups all cc payments together
>> correctly in the "Payments to Deposit" window, making it very simple
>> to record bank deposits correctly.
>>
>> Jenniferhttp://www.jenniferthieme.com
>
>Thank you Jennifer, you are correct it is the payments to deposit
>window. Sorry for the confusion. I have a open support case with
>Intuit, and I'll let you know if they provide me with a solution. One
>work around is to identify a new payment method VISA/MASTERCARD in the
>sales reciept window rather than simply VISA or MC.
>
>Damir
>
>PS, since we have a relatively small family company, we are trying to
>avoid having to spend more money on yet another component of QB.

QB is supposed to be a simple, but well-rounded accounting and bookkeeping
program
that fits most small business owners' needs. It is NOT Accpac, Real World, or
other
more expensive programs. If you need a certain report, simply transfer it over
to MS
Excel and format it to fit your needs. One minor detail that needs to be added
is in the
payment method for bills to be added to cash, checks and that is online bill
payment
which has really taken off for my clients. They like it. David Bemiss, CMA,
EA,
QBProAdvisor


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