Hey there, ScottyT.
I'd be delighted to help you show the payments as income in the reports via QuickBooks Desktop.
The Accrual basis report counts income and expenses as if they happened when you sent the invoice or got the bill. You may want to change the accounting method on the report into Cash basis.
To set your preferences:
- Log in to your file as the Administrator. Make sure you are in Single-User Mode.
- Go to the Edit menu, then select Preferences.
- Select Reports & Graphs, then go to the Company Preferences tab.
- In the Summary Report Basis section, select Accrual or Cash.
- Select OK.
You can get more insights in this article: Differentiate Cash and Accrual basis.
Also, you find these articles helpful:
If you help with QuickBooks in the future, you can reach out to our QuickBooks Desktop Support.
To reach us, please follow these steps:
- Click Help at the top menu bar.
- Enter your concern.
- Click Contact us.
Let me know how it goes or if you need more help with recording customer's payments just hit Reply button below. I'll be around to help.
