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How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

How do I get a report that shows all the payments received for each customer?

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Best answer March 12, 2019

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Intuit

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hi Dennis 

You can run a TRANSACTION LIST BY CUSTOMER report and create a filter on Transaction Type to "Payments"

  1. Click Reports
  2. Search for TRANSACTION LIST BY CUSTOMER
  3. Click Customise
  4. Select the Report Period "Last 365 days"
  5. Click Filter
  6. Tick Transaction Type and select "Payments"
  7. Click Run Report

Hope this helps!

View solution in original post

15 Comments 15
Highlighted
Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Is there a way to show the total on the report?
Highlighted
Intuit

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hi Dennis 

You can run a TRANSACTION LIST BY CUSTOMER report and create a filter on Transaction Type to "Payments"

  1. Click Reports
  2. Search for TRANSACTION LIST BY CUSTOMER
  3. Click Customise
  4. Select the Report Period "Last 365 days"
  5. Click Filter
  6. Tick Transaction Type and select "Payments"
  7. Click Run Report

Hope this helps!

View solution in original post

Highlighted
Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Now how to we add the grand total?
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Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Would like to arrange by highest paying customer down to least (instead of by alphabetical order). How do you do this?
Highlighted
Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Probably by exporting it to excel and then sorting by the column that has the amounts.
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Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

I am using QB 2016 on a Mac and I don't see the option you suggested. Can you help?

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QuickBooks Team

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Thanks for dropping by the Community, kografix.


Allow me to chime in and guide you on how to tailor the Transaction List by Customer Report. Let me help you walk you through the steps.

 

To run the report:

 

  1. Go to Reports at the top menu bar, then select Transaction List by Customer.
  2. Select the date you want to run the report.
  3. Click on the Filter icon and select Transaction Type.
  4. Click on the drop-down, then choose Payments.
  5. Click on Apply.

For future reference, check out this video tutorial on how to customise reports in QuickBooks Desktop for Mac: Reports

 

Once done, you should see all the payments from your customers. 

If there’s anything else I can help you with, please post a comment below. I’ll be happy to assist you further. Have a good one.  

 

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Anonymous
Not applicable

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

I am following all of your instructions but when I click "Run Report", it repeatedly comes up with "Report does not contain any data."

 

Please advise.

 

Cheers,

 

Sue

 

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QuickBooks Team

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hi SueM, can I check that you have the correct report date period? Thanks.

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Anonymous
Not applicable

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hi, James,

I entered the date range of January 1-December 31, 2018.  That is the range for which I need the report.  Is there another way I should be doing this?

 

Sue

 

Highlighted
Anonymous
Not applicable

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hello, SueM.

 

Thanks for providing additional information about this. 


Let’s try to check if this has something to do with your browser. You can run the report again with the steps provided by my colleague through a private window. 
Here’s how:

 

  • For Chrome press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.


If it works fine, I’d recommend clearing your browser’s cache or switch to other browsers. There are times that the overloaded files in your browser can cause unusual behavior in the program. 
However, if it won’t work, it’d be best to report this issue to our support team. You can do this by contacting them. Here’s how:

 

  1. Click Help and select Contact us link. 
  2. Enter your concern under What can we help you with?
  3. Click Let’s talk. 


Please visit us again if you have further questions. 
 

 

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Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

I have the same problem. report is not generating a grand total. Any recommendations?

Highlighted
QuickBooks Team

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Hello there, @giuliana62

 

Welcome to the Community. If you've already tried all the recommendations provided by my peer, and still you're getting the same result, you can contact our Customer Care Support team. Here's how: 

 

  1. Log in to QBO
  2. Select Help and choose to Contact us link. 
  3. Enter your concern under What can we help you with?
  4. Click Let’s talk.

 

Feel free to message me again and let me know how it works. I'd be happy to help if you need further assistance. 

Highlighted
Level 1

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

HI

KINDLY GUIDE ME 

HOW TO I GET MONTHLY PAYMENTS REPORT (ONLY  TOTAL MONTHLY AMOUNT NOT CUSTOMER DETAIL )

Highlighted
Moderator

How do I generate a report that show all payments received by each customer over the last 12 months?Dennis

Thanks for joining this conversation, @AYAZ_SHAHID.

 

In QuickBooks Online (QBO), the ability to pull up a total monthly payment report for customers is currently unavailable.

 

As a workaround, you can run the Transaction List by Customer report shared by my colleagues in this thread, then filter it by month and payment. Once done, export it to the Excel and total them manually.

 

Here's how:

 

  1. In QBO, go to the Reports menu at the left pane to get to the Reports page.
  2. Type Transaction List by Customer in the search field, then press Enter
  3. Click the Customise option at the top right.
  4. In the General drop-down, change the date in the Report period section.
  5. In the Filter drop-down, pick Payment in the Transaction Type drop-down.
  6. Hit Run report

 

Once done, you can now export the report to the Excel. Consider checking out this article for further guidance: Export your reports to Excel from QuickBooks Online.

 

Just in case, I'll add this article for future reference:

 

 

Reach out to me in the comment section below if you have any other issues or concerns. I'm more than happy to help. Have a great rest of the day!