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kaka8
Level 1

Receiving Payments

Hello,

 

is there a way to find out what payment receiving transaction is opened and consequently not leaving a 0 ending balance?

2 Comments 2
CharleneMaeF
QuickBooks Team

Receiving Payments

Yes, there is a way to view these payment receiving transactions, kaka8.

 

Let's run the Open Invoice or Customer Balance Detail report. This helps us view the unpaid or open sales transactions in QuickBooks Online. I'll show you how.

 

  1. Go to the Reports menu.
  2.  On the search field, type in Open Invoices or Customer Balance Detail.
  3. Click to open the report.
  4. Choose Customize to select the details you'd like to see.
  5. Once done, you'll be able to view the open balances.
    Capture.PNGCapture1.PNG

I'd also suggest running the Invoices & Received Payments report. This way, we'll be able to see the payments received transactions.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search field, type in Invoices & Received Payments.
  3. Click Customize to personalize the details you'd like to see.
  4. Then, click on Run report.
  5. From there, you'll be able to view the payments linked to the invoices.
    Capture2.PNG

For more details about personalizing reports, please this article: Customize reports in QuickBooks Online.

 

If the invoices show unpaid, you can record the payments. Then, deposit the fund to the correct account to ensure your books are accurate.

 

I'm only a few clicks away if you need assistance managing and recording your customer transactions, kaka8. It's always my pleasure to help you out again.

CharleneMaeF
QuickBooks Team

Receiving Payments

Hi kaka8,
 
Hope you’re doing great. I wanted to see how everything about viewing the payment receiving transactions in QuickBooks Online. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
 
Looking forward to your reply. Have a pleasant day ahead!

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