Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I'm writing a summary of payments that came through sales reps so that we can pay their commissions. To do this I need to generate a list of invoices that:
-Have a sales rep associated with them
-Have been paid within a specific date range (regardless of when the invoice was written)
The issue I'm running into is that I can't find a way to sort or filter by the date they were paid, only the date they were written.
I've read other posts that mention an 'Invoices and Received Payments' report but I haven't found where to generate this particular report. Thanks in advance.
Hello there, @Erin Smith Art.
The Invoices and Receive payments report is applicable in QuickBooks Online product. Since you're using QuickBooks Desktop Pro 2020, you can generate the Transaction Lists by Customer and customize it according to your needs. Here's how:
I'll be adding a few related articles below to help you understand reports in QuickBooks and how to customize them. Note: The links below if applicable for US version (QBDT).
In case you're using QBO, you can go to the Reports menu of the left-side and find for Invoices and Receive payment report by utilizing the search bar. Then, customise it to Paid status. Check here for more details Learn how to get the most out of your financial reports.
I'll be around if you need more help with QuickBooks reports. Take care and have a goo done, Erin Smith Art.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here