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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 03-12-2019

Accepted Solutions
Intuit

Hi Dennis  You can run a TRANSACTION LIST BY CUSTOMER rep...

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!

11 Comments
Not applicable

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

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

Hi Dennis  You can run a TRANSACTION LIST BY CUSTOMER rep...

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!

Not applicable

Now how to we add the grand total?

Now how to we add the grand total?
Not applicable

Would like to arrange by highest paying customer down to...

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

Probably by exporting it to excel and then sorting by the...

Probably by exporting it to excel and then sorting by the column that has the amounts.
Established Member

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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

QuickBooks Team

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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.  

 

Established Member

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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

 

QuickBooks Team

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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

Established Member

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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

 

QuickBooks Team

Re: Hi Dennis You can run a TRANSACTION LIST BY CUSTOMER rep...

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.