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Buy nowHow do I get records on payments received thru QB for 2004 thru 2019 to file an accurate claim?
It's great to have you here in Community, John.
Let me guide you on generating a report displaying your payment records in QuickBooks Online from 2004 to 2019.
Here's how:
For additional reference, I've also added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.
Furthermore, you can memorize this report to save its current customization settings for future use.
Please don't hesitate to reach out if you have further questions about payment records or any QuickBooks-related concerns. It's always our pleasure to help you out. Stay safe.
I got all my sales for 2004 - 2019. I am looking for only invoices paid with credit card as this is a class action suit on CC payments in that window. Many thanks...
Hi @John389. Let me go ahead and explain further the details of running a report specified with credit cards.
We can pull up the transactions if it's recorded in QuickBooks Online (QBO). However, we can't if it isn't recorded.
Here's how:
If the transaction you're looking for isn't on the list, you may ask directly through your financial institution.
In addition, you'll want to check this article to get the most out of your financial reports: Customize reports in QuickBooks Online.
Do not hesitate to reply to this thread should you have any concerns running your reports in QBO. Keep safe.
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