Is there a report in QuickBooks online that shows all customer payments and to which invoices it was applied to?

Hello sam-highpointgps,

Welcome to the QuickBooks Community. I'll be happy to point you in the right direction with finding the right report for your business. QuickBooks offers a wide variety of reports that help you bring your finances into perspective. 

Based on the details you've provided, I recommend running the Invoices and Received Payments report. This report shows the payments you’ve received and the invoices that go with them. You can find this report by clicking Reports from the left menu and searching for the report using the search field. You can also customize the report so it only shows invoices and payments from selected customer. To do this, click on Customize (once you have the report open) > click on the Filter drop-down > from here, select the customers in questions and hit Run report. 

Try this out and let me know if this is what you're looking for. I'll be here in case you have any other questions. Otherwise, I wish you a great rest of the week. 
 

Thanks , That was the report I was looking for.

One thing that I would like to mention that would be very helpful to have. The report only gives you the total amount of the invoice, not the amount that was applied. Let's say I have two invoices of $5000 and a payment of $7500, the report will show me "Invoice 1234 $5000 and Invoice 12345 $5000 " and I will not see how much it was applied to each invoice. I know I can click on the payment and I will see how it was applied, But I need it to send it to my customers.

Thanks again! 

Hi James, I have a similar question but with Quickbooks Desktop Pro 2018. Could you please help? Thank you

Hi there. Thanks for chiming in on this thread. Based on what you've described, I recommend running the Sales by Customer Detail report from your Reports center. With this report, you can filter relevant info such as the customer name and payments. I encourage you to check out this helpful article here that shows you how to customize reports so you can view your payments and invoices. Let me know if this info helps.  

How do i create this report in QBDT?  I want to see all payments and what invoices each payment was applied to.

Hi Tabu,

QuickBooks Desktop offers multiple reports that can be customized as well as memorized.  To see how much your customers owe, you can review the A/R Aging Summary, A/R Aging Detail, or Open Invoices sales reports.  You can also easily review information related to customers, items, pending sales, and sales orders, with the Sales by Customer Summary, or Sales by Customer Detail report.  To learn more about reports in QuickBooks Desktop, click here.

If you have any other questions, feel free to reach out.  We would be happy to help!

That didn't even come close to the question i asked.  How do i run a report showing how every payment was applied to customer invoices?

Hi Tabu,

You can view a customer's sales or transaction history in QuickBooks Desktop, by going to  Reports and select Transaction Detail by Account.  Enter the desired Report period and Group by Customer.

Should you require additional assistance, please don't hesitate to contact our QuickBooks Desktop Customer Care team outside of Community. They would enjoy the opportunity to work with you personally, so you can complete your QuickBooks goals without delay!