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Level 1

Can I get invoices to post most recent and payments to post in date order as paid intermixed with invoices. Now payments are displayed at top & inv on bottom

 
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Can I get invoices to post most recent and payments to post in date order as paid intermixed with invoices. Now payments are displayed at top & inv on bottom

Hello there, drgreenthumbinc.

 

Let me share with you some information about invoices and the payments associated with it.

 

Getting the invoices to post the most recent invoices and arrange the payment accordingly is unavailable.

 

The Invoice and Received Payments report will display the payments at the top of the invoice transactions. It's how the report works in QuickBooks Online. As we can see in the report, the payment is being highlighted because we use other sales transactions aside from the invoices.

 

With that being said, the payment will be on the first line, followed by the transactions associated with it. This way, we can easily find out where the payment belong.

 

You can visit this link anytime if you want to learn more about customizing this report.

 

I'll be right here in case you need more assistance or have additional questions about QuickBooks reports. Keep safe!

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Level 11

Can I get invoices to post most recent and payments to post in date order as paid intermixed with invoices. Now payments are displayed at top & inv on bottom

@drgreenthumbinc 

 

"Can I get invoices to post most recent and payments to post in date order as paid intermixed with invoices. Now payments are displayed at top & inv on bottom"

 

Are you referring to "Invoices and Received Payments Report" in QBO?

If so, I noticed that too when they initially released this report. The report should sort as what the title of the report says — Invoices first and then Payments on those Invoices. I even send them several feedbacks during their initial release. For sure, whoever designed (or approved) this report, definitely must be clueless even on a simple accounting report.

 

invoices_and_received_payments4.PNG

 

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