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mikemcginnis52
Level 1

Can I get a report can that will show all money received for a month broken down by invoice number a total not a bunch of line items?

 
3 Comments 3
Michelle_b
QuickBooks Team

Can I get a report can that will show all money received for a month broken down by invoice number a total not a bunch of line items?

Thank you for choosing the Community to support you with your concern, @mikemcginnis52.

 

Yes, you can always get a report that will show the money received for a specific month and the total amount of the invoice in QuickBooks Online (QBO). Let me walk you through on how to get that report:

 

  1. Choose Reports, then type Transaction List by Customer in the search box.

reports.PNG

      2. Set the correct date range under the Report period.

      3. Click the small Gear icon, then put a check-mark in the box what columns do you want to see in the report.

      4. Select Save customization if you want to save that columns.

      5. Hit Run report.

 

save customization.PNG

 

Check this article on how to customize reports to focus on the details that matter the most to you: Customize your reports in QBO.

 

Add a reply below if you have follow-up questions. The Community is always here to answer them for you. Have a nice day!

MOI 2020
Level 1

Can I get a report can that will show all money received for a month broken down by invoice number a total not a bunch of line items?

Does this show the actual payments rather than the invoiced items. So each month this shows exactly what has been paid into the business accounts?

 

Thanks

Rubielyn_J
QuickBooks Team

Can I get a report can that will show all money received for a month broken down by invoice number a total not a bunch of line items?

Welcome to the Community space, @MOI 2020.

 

The Transaction List by Customer will show all customer invoices and payments. 

 

I suggest running the Invoices and Received Payments report. This way, you'll be able to see the payment associated with the invoice. I'll show you how:

  1. Go to the Reports menu.
  2. In the Find report by name field, search for Invoices and Received Payments
  3. Choose the right date range under the Report period
  4. Select the Customize button.
  5. Under Rows/Columns, put a checkmark next to the box what info you want to appear in the report.
  6. Once done, click Run report.

You'll want to save your report with the current customization settings. Feel free to check this article for the details: Memorize reports in QuickBooks Online.

 

Let me know if you need further assistance. I'm here to help you. Have a great day.

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