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rhonda28
Level 2

Can I get a report showing how much a customer has paid on a project?

 
1 Comment 1
CharleneMaeF
QuickBooks Team

Can I get a report showing how much a customer has paid on a project?

Yes, you can, rhonda28.

 

We can run and customize the Transaction List by Customer report to know how much your client paid on a project. I'll show you how:

 

  1. Go to Reports.
  2. Enter Transaction List by Customer in the Find report by name field.
  3. Click Customize, then go to Filter.
  4. On the Customer section, select the customer's name associated with the project.
  5. On the A/R Paid section, select Paid.
    1A_.PNG
  6. Once done, click Run report.

 

For your reference on how the reports look like, I've attached a screenshot below:

1A_.PNG

 

For more details about personalizing reports, please see these articles: 

 

 

Additionally, I've added an article that'll help you save it with its current customized settings for your reports. This helps you easily access them in the future: Memorize Reports in QuickBooks Online.

 

You can always leave a comment below if you have follow-up questions about this or start a new thread if you have any other concerns. I'll be here to lend a hand. Take care and stay safe!

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