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Display Payments by Payment Method Type

You can display payments by payment method type in the Payments to Deposit window. This makes it easier to reconcile your account if your bank separates different kinds of deposits (checks from credit cards, for example). By separating your deposits the same way your bank does, your QuickBooks deposit transactions are more likely to match your bank's deposits.

To do this task

  1. Click the View Payment Method Type drop-down.

  2. Select one of the display filters:

    • All types to display all payments.

    • Selected types to display individual payment method types or combinations of payment method types.

    • An individual payment method type (Cash and Check, American Express, Discover, MasterCard and Visa).

      Note: Cash and Check, and MasterCard and Visa, are categorized as single payment method types because most banks group these deposits together.

See also

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