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?

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.  

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

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

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. 

HI

KINDLY GUIDE ME 

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

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:

• Run reports.
• Customise reports in QuickBooks Online.

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!

Is there a way to get the report to show which Invoices each payment cleared? We have a customer that wants to see a report for the past 6 months that shows each payment and the associated invoices that each check paid. 

Hi, aliciaerin08.

For now, the ability to distinguish for the invoice payment if it's cleared or not is unavailable in QuickBooks Online (QBO). You can run the Invoices and Received Payments report to show the payments with the corresponding check number. 

Here's how:

1. Click Reports on the left menu.
2. On the search bar, type the name of the report, then click search.
3. On the Report period, select Custom.
4. Enter the specific dates for that six months period. 

Also, cleared funds are the cash balances in an account that can be withdrawn or used immediately. You'll want to check your bank to verify if payment has already been cleared. 

 You can also customise your report to show the information you want. 

For future reference, if you want to save your current customisation settings please check this article: Memorise Reports In QuickBooks Online.

Keep me posted if you need help. I'll always make sure to get back.

When I run this report there is no data. Do I not have my customer set up correctly? Am I missing something? 

Hello Mvarnell23,

If you are not seeing any data in the report, it may be due to how the payments are being recorded in the books.

Is income recorded as Invoices & Payments, or as Bank Deposits? If it is the latter, then the Transaction List by Customer report may be a better option.

If you still have issues seeings the data in those reports despite having transactions within that time period, please feel free to contact our support team for more information:

• Log in to QuickBooks Online
• Select Help
• Select Contact Us
• Type in your inquiry and then select Let's Talk

-Ken

Transaction list like I wanted could create now with your help =- Thanks a lot

Chris

Is there a report to find out in how many days the customer's payment has arrived?

Hi Raffisons,

Currently, we're unable to generate a report showing how early your customers pay. You can try finding a third-party app that can be integrated into QBO to create this report.

1. Click on this link: https://quickbooks.intuit.com/app/apps/home.
2. Change the flag icon at the top to AU.
3. Search for an app.

Let me know if you have other questions in mind.

 Hi,

Is there a report in which I can find out that in how many days all invoices individually have been paid last month?

Hello Raffisons!

There's no such report in QuickBooks Online. However, you can use the Invoices and Received Payments report. This will show you when the invoice and payment were created. You can search and pull the said report on the Reports tab.

If you want to make it more presentable, here's how to customise reports in QuickBooks Online.

Comment again if you have other questions. Take care!