thread Re: How can you get the detail of the Transfer Report? Amounts & days included in the report? in Archived Discussions (Read Only)

How can you get the detail of the Transfer Report? Amounts & days included in the report?

tpackard — Mon, 09 Dec 2019 21:07:48 GMT

The Transfer Report shows the total amount deposited. In our case this could cover up to 4 days. I need to see how much was deposited for each day.

Re: How can you get the detail of the Transfer Report? Amounts & days included in the report?

nika — Wed, 11 Dec 2019 12:43:40 GMT

Hey there @tpackard! If you click on a deposit shown on your Transfer Reports tab in the Dashboard, it'll give you a break down of each transfer. You'll see each transaction listed in the deposit!

Re: How can you get the detail of the Transfer Report? Amounts & days included in the report?

LisaLev — Fri, 03 Apr 2020 17:33:27 GMT

I appreciate the link to get to this report https://squareup.com/dashboard/deposits/reports- it's exactly what I was looking for. My question - how do I navigate to this report?? I have no "deposits" option on my dashboard, and I'm the owner.....

Re: How can you get the detail of the Transfer Report? Amounts & days included in the report?

Valentina — Sun, 05 Apr 2020 00:46:21 GMT

Hi @LisaLev 👋 Glad this was helpful!

To navigate to the section of your Square Dashboard, you'll start here. We used to call these deposits, but we call them transfers now, and you'll find your transfers within the Balance section of your Dashboard. Depending on how you have your icons set up here, you'll either have a purple Balance button, or you will just see the word Balance on the left hand side menu:

I hope this helps, but let us know if any other questions come up!

Re: How can you get the detail of the Transfer Report? Amounts & days included in the report?

Fairbanks-Chase — Thu, 12 Aug 2021 12:53:36 GMT

Valentina,

Our bookkeeper is having trouble reconciling our transfers from our bank statements against our invoices. The bookkeeper needs to be able to designate which transfers are connected to which clients in QuickBooks. When I export a summary transaction report for a specific date range (.csv) from the "root" Activity page, it shows the dollar amounts and transactions fees (and some additional info), but it does not show receipt/invoice/client info. On the other hand, when I click on individual transactions in the Activity page, it does show the client info at the bottom, and all of the information I would like to have show is also included when I export individual transaction reports. Is there a way to customize the overview Activity .csv report to include the client information in the same way that it shows when I export individual transactions?

Re: How can you get the detail of the Transfer Report? Amounts & days included in the report?

Valentina — Fri, 13 Aug 2021 19:59:05 GMT

Hi there, @Fairbanks-Chase 👋

This page covers the reports that are available to you within your Square Dashboard.

It's not currently possible to customize the report your are referring to, but you should be able to find the information you need by viewing the client info on the Activity page you mentioned in your post!

It sounds like what you are asking for would currently be considered a feature request.

P.S. Welcome to the Seller Community ✨