How can I generate a report based on payment method

There's a way to filter your report to show the payment methods in QuickBooks Online (QBO), thandelquick. I'm here to show you how.

Since you've mentioned that the payment method you want to generate is related to your deposit data, let's run the Deposit Detail report. Then, filter it accordingly to show the Cash payment method used for each deposit.

1. Go to the Reports menu.
2. Under Sales and customers, choose Deposit Detail.
3. Set the correct reporting date.
4. Click the Columns option, then head to the Reorder tab.
5. Scroll down and tick the Checkbox beside the Payment method from the Select More columns for additional columns section.
6. Once done, click the Filter option and select Payment method from Filter by drop-down.
7. Select Equals from the Options from the drop-down and set the value to Cash.
8. Click the X icon to complete the process.

You may also customize it to show all the payment methods in the report. Here's how:

1. Go back to the Columns option and tap the Reorder tab.
2. Scroll down and tick the Checkbox beside the Payment method from the Select More columns for additional columns section.
   
3. Once done, click the X button to exit the Columns page.
   
4. After enabling, the Payment method details will now be visible.
   

    

Furthermore, you may also save the customized report by clicking the Save as button. Once saved, you can access it through Custom reports from the main Reports page. 

We can also compile multiple reports in the same document by maximizing the Management reports feature in QBO. It can help you save time in managing and presenting data from different types of reports. For additional reference with this functionality, kindly review this article: View and edit management reports in QuickBooks Online.

I'll be around if you have more concerns with generating the Payment methods in your reports in QBO. Just leave a reply to this thread, and I'll readily lay in the needed assistance.