Hi, info2352.
In QuickBooks Online (QBO), you can run various reports to view customer payments received. These reports are located in the Sales and Customers section under the Reports tab.
One of the reports you can run is the Transaction List by Customer. This report shows all transactions (both income and expenses) grouped by customer. You can filter this report specifically to display payments received from customers.
Here's how to run the report:
- Go to the Reports menu in the left navigation bar.
- Locate the Transaction List by Customer under the Sales and Customers section.
- Customize the report:
- Click the Customize button.
- Under the Filter section, adjust the parameters:
- Set Transaction Type to Payment.
- Apply additional filters as necessary (like date ranges).
Other helpful reports that you can run, includes:
- Deposit Detail: Perfect if you need to see how those payments were bundled into your bank deposits.
- Sales by Customer Detail: This provides a broader look at all sales, including both Invoices and Sales Receipts.
If you’d like to save changes to a report’s customization for future use, you can memorize the report to avoid reconfiguring it later.
If you require further assistance, you can always return to this thread for assistance. We'll be here to provide the help you need.
