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janetragusa
Level 1

How do I run a report for 2020 that shows total payments received by customers?

We have several cusotmers that make up numrtoud invoices. I want to have a report that shows what they paid us last year.
1 Comment
Jovychris_A
QuickBooks Team

How do I run a report for 2020 that shows total payments received by customers?

Hi @janetragusa.

 

You can pull the Transaction List by Customer report and set the reporting period to the Last Calendar Year. Once done, customize the report and filter the transaction type to Payment.

 

Here's how:

  1. Click Reports.
  2. Enter Transaction List by Customer in the Find report by name field.
  3. Click Customize, then go to Filter.
  4. Click the Transaction Type drop-down arrow, then select Payment.
  5. Click Run report.

 

You can also go to the Sales menu and then select the All Sales tab to Filter it by Money received. Then select a specific customer and set the date to Last Year. This will also give you the total payments received from a customer.

 

For reference in viewing and filtering income and expenses, you spot this article: Customize reports in QuickBooks Online.

 

Also, you can memorize the Transaction List by Customer report by clicking the Save customization button and see it on the Custom reports tab in the Reports menu.

 

Feel free to place a comment if you other concerns with running business reports. I'm always here to help. Stay safe!

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