How can I run a report showing a breakdown of payment types? I want to know how much was paid in cash, check and credit card, Is there a report I can run?

Hello there, ksottile. I can help you generate a report based on the payment types.

QuickBooks Online offers various reporting options to cater to your business needs, including tracking expenses, monitoring income, and keeping an eye on inventory.

We can pull up the Sales by Customer Detail Report that will show a breakdown of payment types.

Here's how:

1. In your QBO account, proceed to the Reports menu.
2. Search and select the Sales by Customer Type detail report.
3. Click the Customize button.
4. In the Report period section, choose the date.
5. Under Rows/Columns section, click on Change columns and select payment method.
6. Add a filter for Payment Method and select the payment types you want to see (cash, check, credit card, etc.
7. Once done, click Run report

Moreover, you can memorize this report. This feature simplifies the customization process, allowing you to concentrate on other essential tasks.

After receiving the report, you may find it helpful to refer to this article which guides exporting your reports: Export reports, lists, and other data from QuickBooks Online.

I'm just a quick post away if you need a helping hand in managing your reports. Don't hesitate to tag me in your comments.

@AbegailS_  "QuickBooks Online offers various reporting options to cater to your business needs, including tracking expenses, monitoring income, and keeping an eye on inventory."

So, the absolute bare minimum of accounting needs.

Yeah, that checks out.

Thank you for the response but unfortunately when I follow the steps I get zero information to report..   I am not sure why not.

Thank you for returning to the Community and updating us on your troubleshooting progress, ksottile. We'll need to customize the report to add the Payment Method item by going to the Group by section.

QuickBooks uses a concept called 'Source' and 'Targets' to build transactions and data when running reports. The target for the Sales by Customer Type Detail report is the customer type and the source will depend on customer information (assigned with customer type or not). That said, let's add the Payment Method item to show the payment types.

Here's how:

1. Navigate to the Reports menu on the left panel and enter Sales by Customer Type detail report in the Find report by name field.
2. On the report screen, click the Switch to classic view button.
3. From there, tap the Report period drop-down and set the correct date range.
4. In the Rows/columns section, press the Group by drop-down and select Payment Method.
5. Click the Customize button to display the Customize report window.
6. Under Rows/Columns section, tap the Change columns link and tick the Payment Method box.
7. In the Filter section, mark the Payment Method box and select the payment types you want to include in the report.
8. Once done, press the Run report button for the changes to take effect.
   
   

For guidance on how to highlight specific details in your reports, such as transactions involving customers or vendors, explore each link below for detailed instructions:

• Customize reports in QuickBooks Online
• Common custom reports in QuickBooks Online
  
  

Moreover, you can memorize the report to retain its customization settings and set up a schedule to automatically email it.

Let me know if you have any other product-related issues or questions about reports and how to customize them. We will get back to you to offer the help you need.

When I run the report that way it shows as no sales at all.  No information is generated

Allow me to chime in and provide another option or report to run to show the payment method, @ksottile.

I appreciate you trying the steps provided by my colleagues to run a Customer Detail report in QuickBooks Online.

Since the one you have tried does not show any information on the payment method, I recommend running the Transaction List by Customer report.

Here's how:

1. From the left menu, choose Reports.
2. Enter and select the Transaction List by Customer in the search box.
3. Choose the date range by clicking the Report period dropdown arrow.
4. Click the Group by icon and choose Payment method from the dropdown.
5. If the Transaction type column is not showing, you can add it as a Filter.
6. The report should now show the Payment method in the first column and the total for each method.

You can also check this article for more information on customizing reports: Customize reports in QuickBooks Online

We’re here to offer our full support in getting you acquainted with our product and make sure you have everything you need to be successful. If there’s anything else we can do to help with running reports, please get in touch with us by commenting on this post.