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kimme04611
Level 2

CUSTOM REPORT

I want a report to show each payment applied to an invoice. Showing each payment transaction for specific invoices.  For example:  There may be ten different payments applied to Invoice 1, I would like to see a report showing the Invoice and then the payments that were applied to that specific Invoice.  Thank you!

Solved
Best answer July 23, 2021

Best Answers
Tori B
QuickBooks Team

CUSTOM REPORT

Hey there, @kimme04611.

 

Thanks for following up with us and sharing some additional details. 

 

For now, the best route to match the report you're referring to would be to use the Transaction List by Customer report that my colleague above has suggested. I understand how beneficial it would be to have an identical report as the Transaction History, so I've submitted a feedback request on your behalf to our Product Development Team. This way, it can be considered in a future update. 

 

Please let me know if you have any questions or concerns. I'm happy to lend a hand. Take care! 

View solution in original post

4 Comments 4
Rea_M
QuickBooks Team

CUSTOM REPORT

Let's run the report you need, @kimme04611.

 

QuickBooks Desktop (QBDT) provides different reports that cater to your business needs. In your case, you can pull up the Transaction List by Customer report and customize it to display invoices and payments for each of your customers. To do this, here's how:

  1. Go to the Reports menu.
  2. Select Customers & Receivables, and then choose Transaction List by Customer84.PNG
  3. Click the Customize Report button.
  4. Go to the Filters tab.
  5. In the Choose Filter section, search and select the Transaction Type option.
  6. In the Transaction Type field, choose Multiple Transaction Types, and select Invoice and Payment.
  7. Click OK twice. 85.PNG

 

Also, you can save a customized report (Transaction List by Customer) to have the same settings to be available for future use. You can refer to this article for the detailed steps: Create, access, and modify memorized reports.

 

If you have additional questions or reporting inquiries, please feel free to get back to this thread. I'll gladly help. Take care, and wishing you continued success.

kimme04611
Level 2

CUSTOM REPORT

Thank you, however, it doesn't show me which payments went to which invoices.  I did discover that if I open the invoice, then right click, select "Transaction History" I can print the report I need from there.  I've never used the "print" from that window.  Do you know if there is a way to get that same report thru customization?  If not, it's all good, this will work.  Thanks!

Tori B
QuickBooks Team

CUSTOM REPORT

Hey there, @kimme04611.

 

Thanks for following up with us and sharing some additional details. 

 

For now, the best route to match the report you're referring to would be to use the Transaction List by Customer report that my colleague above has suggested. I understand how beneficial it would be to have an identical report as the Transaction History, so I've submitted a feedback request on your behalf to our Product Development Team. This way, it can be considered in a future update. 

 

Please let me know if you have any questions or concerns. I'm happy to lend a hand. Take care! 

View solution in original post

kimme04611
Level 2

CUSTOM REPORT

Thank you!

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