How do I print a report sorted by customers for the last fiscal year for amounts collected from them?

I’ve got you covered in printing reports in QuickBooks Online (QBO), chinatown.

There are various reports we can run to see amounts collected from your customer. The one that I could suggest is the Transaction List by Customer Report. This report contains data specifically made by the customer and shows what transaction type has been made.

On the other hand, we can customize this to specifically see the information we want to extract from the report. In this, let me guide you from pulling up this report to customizing this. Here’s how:

1. Go to the Reports menu and locate Transaction List by Customer Report.
2. Click the Customize button to Filter and add Rows/Columns according to your preferences. Also, please don’t forget to customize the Reporting period.
3. In the Rows/Columns dropdown, mark checks the columns you want to be included in the report.
4. Drill down the Filter section and mark check the Transaction Type. You can also add more filters to reflect in the report.
5. Tap the dropdown arrow beside the Transaction Type and select Payment, Deposit, and Sales Receipt.
6. Then, click the Run Report button.

Once you have all the data you need in the report, we can start printing this one by tapping the Print icon in the report window. After that, tap the Print button and click Print of the PDF file.

Learn more about how to customize your report so that you can view the data in the manner you want to. To avoid having to recreate your earlier modification, you can also use the memorize report option to save it.

Let me know if you have more concerns about the reports. The Community always has your back. Have a good one!