I would like to run a collections or A/R report showing a customers preferred payment method. Any ideas how to do this?

Hello there, @40Carrots.

Let me step in and assist you on how to pull up the report.

You may use the Transaction List by Customer report to show the preferred payment method from your customer. You can follow these steps on how to pull up the report.

1. Go to the Reports tab.
2. In the search field, enter Transaction List by Customer.
3. Filter the date range.
4. Click the Gear icon from the top of the report.
5. Select the Show More drop-down.
6. Put a checkmark in the Payment method box.
7. Click the Run report to refresh the statement.

I also added an article to learn more about the report:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be around here in the Community to help. Take care, and have a great day.

Thank you.  However this only shows the payment method by payments received.  I have added preferred payment type into each customer and when running an accounts receivable or collections report I would like to see it by the preferred payment so I know which are ACH, which prefer to pay with a credit card etc.  

I only seem to be able to add payment method on lists or transactions and not on balance due. 

Thank you. I have just moved to online version and it seems to be a lot less function in reporting.  

We use the Enterprise Solutions Edition 19 and have the same question on getting the notes to print on the collections report 

Hello there, @lorgeron.

Let me provide some info and steps about printing notes on the Collections report in QuickBooks Desktop (QBDT).

The notes field in QBDT is a default column to all customization, but not all reports can pull up this info. If you wish to use the Notes column, you'll have to add notes on an invoice.

First, add a note field on the product item. Below are the steps:

1. Go to List, and then click Item List.

2. Select the item and then click Custom Fields.

3. Pick Define Fields, and then enter Notes under Label.

4. Click OK.

Second, you can apply this to your invoice:

1. Click the Customers menu, and then choose Create Invoices.

2. Pick the Formatting tab, and then select Customize Data Layout.

3. Tick the Notes box under the Header tab, and check both the Screen and Print options.

4. Hit OK.

Lastly, you'll have to customize this report to include the Notes column. Here's how:

1. Go to the Reports menu, and then choose Reports Center.

2. Type the report in the search bar at the top, and then click the arrow button to run it.

3. Tap the Customize button, and then select the Display tab.

4. Check the Notes column, and then tap OK to continue.

Once done, click the Print drop-down ▼, and select either Report or Save as PDF. Choose all the preferences you want, and then hit Print. See screenshots below for a visual guide:

To learn more about it, please browse this resource: Customize reports.

If you wish to access this report anytime, you can click the Memorize button at the top to save its customization settings. Check out this article for the detailed instructions: Memorize report.

You may also hit the Export button at the top portion of the report to download a copy to Excel.

Feel free to leave a reply in the comment section if you need further help with managing reports or anything else related to QuickBooks. Take care and stay safe always.

Is there any update on this? Is it still not possible to run a report by preferred payment method? I am in the Enterprise Solutions desktop version.