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October 18, 2020
Question

How can I calculate total paid amount of JFC in 2020?

  • October 18, 2020
  • 1 reply
  • 0 views
Can I calculate total paid amount of payee in 2020 ?

1 reply

DivinaMercy_N
Moderator
October 18, 2020

Welcome to the QuickBooks Community, @harry8839.

 

To have a total of the paid amount of your payees in the year 2020, you can pull up and customize the Transaction List by Customer report. Let me guide you on how:

 

  1. Go to the Reports menu.
  2. In the Find report by name bar, enter Transaction List by Customer. Then, click the report to open. 
  3. Select the Customize button. 
  4. Under the General section, choose Custom in the Report period drop-down and enter the dates. Example: January 1 to October 18, 2020.
  5. In the Filter field, click the Transaction type drop-down and choose Payment
  6. Once finished, hit Run report

You'll now see the total paid amount of each of the payees. 

You can also export your data into Excel if you want to use it outside QuickBooks. For the detailed steps, you may view this article: Export your reports to Excel from QuickBooks Online

 

Should you need anything else, don't hesitate to comment below. I'm always around to help if you have further questions about your filtering data in QuickBooks. Stay safe and take care always.