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jklecker
Level 1

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

I have gotten all but 1 of these a few times from the reports but never everything I need.

5 Comments 5
Rainflurry
Level 15

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

@jklecker 

 

Reports > Invoices and Received Payments.  Adjust dates as needed.

 

The default layout should show everything you mentioned:

Invoices Payments.JPG

 

 

 

jklecker
Level 1

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

Hey Ryan!

 

Thank you for the response. To Clarify, I am looking at Bills we receive, the memo line in the bill, and then the iternal check numbe that we used to pay that bill. Sorry for the confusion.

jklecker
Level 1

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

Hey Ryan,

 

To Clarify. I am talking about bills that we receive from our vendors, the memo line within the bill, and then the internal check number we used to pay that bill, as well as the payment date. Basically looking at the check detail report, but I need the bill memo line on there, I can only seem to get the check memo line...

 

Thank you for your response!

Rainflurry
Level 15

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

@jklecker 

 

Reports > Bills and Applied Payments.  Adjust dates as needed:

Bills Payments.JPG

ArielI
QuickBooks Team

I need a custom report that shows me the invoices paid, the check number they were paid on, and the Invoice memo on the same report over a custom period of time.

I appreciate the clarification, @jklecker. I agree with Rainflurry's response, we can run the Bills and Applied Payments report and do the customization there. Let me join this thread to provide more detailed instructions.

 

Please follow the steps below:

 

  1. Open your QuickBooks Online account.
  2. Click on Reports from the left menu.
  3. In the search bar, type Bills and Applied Payments.
  4. Hit the  Customize in the upper right corner.
  5. Tick the Rows/Columns and put a check on the DATE, NUM, and MEMO/DESCRIPTION.
  6. Then, Run report.

mooooo.png

 

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Once the necessary steps are completed, you'll have the option to export the report, which allows to create a copy for record purposes.

 

Also, consider reaching out to our QuickBooks Live Expert Assisted team. They are well equipped to help in personalizing any reports and can assist with QuickBooks related concerns you may have.

 

By following the customization steps I provided above, it will be possible to successfully view and display the columns that are most relevant to your needs. If you have more questions or clarifications. Feel free to click the Reply button, and we'll be right here to help.

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