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Seed Lab
Level 1

How do I run a report for Payments by Product/Service Summary not for sales in QuickBooks Online.

How do I run a report for Payments by Product/Service Summary not for sales in QuickBooks Online. I would like a list of the products/service that people have paid for not just purchased.

 

Thanks for your help.

Dan

1 Comment 1
ShyMae
QuickBooks Team

How do I run a report for Payments by Product/Service Summary not for sales in QuickBooks Online.

Warm greetings, Dan. Let me share the report you can run to show which customers have paid for their purchased products.

 

Currently, there's no direct report to run payments by product/service summary. As a workaround, we can customize the sales by product/service detail to achieve your desired outcome.

 

To customize report:

 

  1. Hover to Reports, then type in Sales by Product/Service Detail report.
  2. Click Customize, then press Change columns.
  3. Tick the A/R Paid to know which are paid and not.
  4. Now, click the Filter, then tap the Transaction Type dropdown.
  5. Tick the Invoice and hit Run report.

 

I've added a screenshots for visual reference:

Sample.jpg


Moreover, you have the option to 
memorize the reports you've customized. This way, you won't have to do the customization process again. If you want to learn more about what  you can generate, check out this article: Reports included in your QuickBooks Online subscription.

 

I'm still here, ready to assist you further in running your reports in QuickBooks. Feel free to tap the reply button to enter your response. Best wishes!

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