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Frequent Explorer *

How do I run a report of Customer Payments excluding payments for Sales Tax?

I need a report that will show me Customer Payments w/o the payments for the Sales Tax

4 Comments
QuickBooks Team

Re: How do I run a report of Customer Payments excluding payments for Sales Tax?

Let's create a report with your customer payments, JohnLapuz.

 

To do this, you can run the Transaction List by Customer report, then filter the payment transactions.

  1. Go to Reports.
  2. Choose Customers & Receivables.
  3. Click on Customize Report and choose Filters.
  4. In the search box, enter transaction type and click it from the result.
  5. In the Transaction type drop-down, select Payment.
  6. Click the OK button.

You can click on Memorize to keep a copy of your customized report. When you need it back, you can go to Reports and select it from the Memorized Reports list.

 

If there's anything that we can help, please let us know.

Frequent Explorer *

Re: How do I run a report of Customer Payments excluding payments for Sales Tax?

This actually includes the sales tax. I need the payments without considering the payments of the customer for Sales Tax 

Established Community Backer *

Re: How do I run a report of Customer Payments excluding payments for Sales Tax?

A report that lists all customer payments for non-taxable sales.

 

 

You can't indicate if a payment  is taxable or not. You can only do that on you sales transactions. Therefore, you can only get this report on your sales list.

 

You might want to consider running a report for your paid non-taxable sales.

Frequent Explorer *

Re: How do I run a report of Customer Payments excluding payments for Sales Tax?

I wanted to run a report for payments including for Taxable Sales but without the Sales Tax but it seems that it's impossible. Thank you though.