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PayPal was set up as an 'other' payment type instead of 'cash'. Can I get a meaningful report by changing the payment type to 'cash' and running a transaction report by customer retroactively?
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Hi there, @numbrcrcnchr.
When running the Transaction List by Customer report, changing the payment type of your payment method won't vary. It is because the report will only display the payment method column.
However, you can edit the payment type from the Payment Method List. Doing this will change the customer's transactions retroactively.
To do that:
To give you more details about modifying pay types and on how the report works in QuickBooks Desktop, please see these links:
I'll be here to lend a helping hand if there's anything else you need. Just let me know by leaving a reply below. Take care!
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