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info140
Level 1

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?

Solved
Best answer March 12, 2019

Best Answers
IntuitChris
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

27 Comments
pam13
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?
IntuitChris
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

signaldiesel
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?
erika1
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?
ltroutman
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.
kografix
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?

Rasa-LilaM
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.  

 

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

 

James_MasterofBooksthatareQuick
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.

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

 

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. 
 

 

giuliana62
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?

katherinejoyceO
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. 

AYAZ_SHAHID
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 )

FritzF
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!

aliciaerin08
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 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. 

MariaSoledadG
QuickBooks Team

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

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.

mvarnell23
Level 1

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

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

Ken - Product Champion
Content Creator

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

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

accounts300
Level 1

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

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

Chris

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

JessT
QuickBooks Team

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

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.

Raffisons
Level 1

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

 Hi,

 

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

AlexV
QuickBooks Team

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

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!