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Hi there, @joemcilvainetree. I'm here to help you get the report you need.
You can customize that report to only show customers who made a payment for a specific period. Here's how:
If you have the location feature turned on, you can run the Sales by Location Detail report and perform the same steps above to filter the report. Here's how to open it:
For more information in modifying your report, please see this article: Customize reports in QuickBooks Online. It also includes steps on how you can share custom reports.
Also, you'll want to save the changes to apply the same format in the future. To do so, you can simply click the Save customization button.
I'm always around if you need additional help in pulling up customer reports. Don't hesitate to post again here. Have a good one.
What's the best report to start off with? I did a customer contact list which doesn't give you the option to do dates.
I don't have the option "sales by location"
Thanks for keeping in touch, joemcilvainetree.
Since you don't have the option for Sales by Location Detail, you'll want to turn on the location tracking first. Here's how to turn it on:
To see additional information about how location tracking is used and how it works, you can refer to this article: Set up and use location tracking.
Then, try running the Sales by Location Detail from the Reports tab. Or you can follow DivinaMercy_N's steps on how to pull it out.
You can also run the Transaction List by Customer. From there you can customize the Filter to show customer payments by location.
I'll show you how:
I'm sharing these articles to help you know more about managing a wide range of reports in QBO without posting a question to the support page:
For additional questions about managing reports, or anything about QuickBooks, just let me know by replying below. Have a great day.
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