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Big-Al
Level 3

Locating customer for invoice #

We received a payment, but for that vendor there are no prior or current transactions.  The payment referenced an invoice number.  How do I look up in QBE which customer that particular invoice or sales order was issued to? Been searching through the Reports menu tree and can't find anything that lists something like an "invoice register".  Any help will be appreciated.  Thanks in advance.

2 Comments 2
Big-Al
Level 3

Locating customer for invoice #

Should mention that I did try FIND for the invoice number ... (duh!) ... and there was no #.  So it appears the vendor picked a number at random to send us $$ for recycling scrap paper product we send to them.  (I'm a newbie at this company, so .....)

 

Sorry for the interruption.  And I forgot about using FIND.  My bad

Giovann_G
Moderator

Locating customer for invoice #

It's my pleasure to help you, Big-Al.

 

You're almost there. The built-in search feature in QuickBooks Desktop is the most convenient way to locate invoices. I'll help you find it.

 

Here's how:

 

  1. Enter the invoice number provided to you in the search box.
  2. A search box window will appear, enter the exact amount of the payment you receive in the Amount field.
  3. Click Go button.
  4. After that an invoice transaction will appear.
  5. Hover your mouse to the invoice, then choose Receive Payment to record the payment.

 

For your reference, you can read this article to guide you in recording payment: Record an invoice payment.

 

In addition, I've included the following resource to view the list of reports available in QuickBooks Desktop: Understand reports.

 

Let me know if you need anything else. I'll be around to help you. Have a great day.

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