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carrieralls
Level 1

Need to generate a report/statement that shows ALL transactions which includes what WE invoice and what CUSTOMER Paid us. I see it on the computer but it doesnt generate

 
1 Comment 1
JuliaMikkaelaQ
QuickBooks Team

Need to generate a report/statement that shows ALL transactions which includes what WE invoice and what CUSTOMER Paid us. I see it on the computer but it doesnt generate

Hello there, @carrieralls. I'm here to help you generate a report which shows all your customer's transactions in QuickBooks Online (QBO).

 

In QBO, you can generate different types of reports that will show your customer's transactions. Since you want to see all the invoices and what the customer has paid you, it's best to run an Invoice and Received Payments report. Also, to ensure that you can pull up all the transactions, you'll have to make sure that the Report period is correct and has transactions to gather. Here's how you can do it:

 

  1. Go to Reports, then search Invoice and Received Payments in the Find report by name field.
  2. In the Report period field, select the date range of the report.
  3. You can click the Customize button to filter it to your preferences, then select Run Report.


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On the other hand, if you create a customer statement to provide customers with summaries of their transactions and their balances, it will only show the name of your customer, their email address, and the total balance of all the transactions. However, you can preview its content to see all the transactions you're looking for. You may refer to the step below to generate one:

 

  1. Go to Sales, then select Customers.
  2. Select the customer you want to create one.
  3. Click the New Transaction dropdown, then select Statement.
  4. Select Balance Forward or another statement type in the Statement Type section.
  5. Filter the Statement dates and their Start and End Dates.
  6. Select the customer in the Recipients column.
  7. To show the contents of this, you can click the Print or Preview option below the screen. You may refer to the images below:
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  8. Once you're ready to send or close them, click Save and Send or Save and Close.

 

Additionally, you can also refer to the following resources for managing reports within your program:

 

 

That should set you on the right track. Give it a try, and please let us know how it goes in the comments. We're always available to assist you. Have a great day! 

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