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Cbaker1122
Level 1

Specific Customer Report

I need an itemized report showing how much a specific customer paid in 2021 only.  I tried pulling a statement report but it's dragging the balance owed from the previous year into the figure.  I just want to know which invoices were specifically paid in 2021 by this customer.

 

Thanks in advance!

C

1 Comment 1
CharleneMaeF
QuickBooks Team

Specific Customer Report

We run the Transaction List by Customer report, Cbaker1122.

 

This report displays how much a specific customer paid in 2021 only. I'll be glad to guide you on how to customize it:

 

  1. Go to Business overview and then select Reports
  2. Choose Customers & Receivables, then select Transaction List by Customer.
  3. Click the Customize Report button.
  4. On the Report period, select custom and enter the correct dates.
  5. In the Filter section, choose Payment in the Transaction Type.
  6. Select the specific customer on the Filter section.
  7. Once done, click on Run report.

 

To save its current customized settings, I'd recommend memorizing the report.

 

I also encourage checking out this article that will help you track how your business is doing: Customize Company and Financial Reports.

 

I'm only a quick post away if you need a helping hand in managing your reports. Don't hesitate to tag me in your comments. Keep safe always!

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