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Can I generate a credit memo report to track all credits in the account? Thanks! Sue

 
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Best answer 10-15-2018

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QuickBooks Team

Hello Sue, You can pull up the Transaction List by Custom...

Hello Sue,

You can pull up the Transaction List by Customer report, and customize it to show the credit memos only. Here's how:

  1. Go to Reports
  2. Choose the All Reports tab.
  3. Go to Review Sales.
  4. Select Transaction List by Customer.
  5. Click Customize.
  6. Click the arrow next to Filter.
  7. Click the Transaction Type drop-down arrow, then choose Credit Memo.
  8. Click Run report.
I have attached a screenshot for your reference.

Let me know if you need something else. All the best! 

View solution in original post

4 Comments
Highlighted
QuickBooks Team

Hello Sue, You can pull up the Transaction List by Custom...

Hello Sue,

You can pull up the Transaction List by Customer report, and customize it to show the credit memos only. Here's how:

  1. Go to Reports
  2. Choose the All Reports tab.
  3. Go to Review Sales.
  4. Select Transaction List by Customer.
  5. Click Customize.
  6. Click the arrow next to Filter.
  7. Click the Transaction Type drop-down arrow, then choose Credit Memo.
  8. Click Run report.
I have attached a screenshot for your reference.

Let me know if you need something else. All the best! 

View solution in original post

Frequent Explorer *

How can I add totals to this report? Is there similar rep...

How can I add totals to this report? Is there similar report with totals?
Community Explorer **

Re: Hello Sue, You can pull up the Transaction List by Custom...

How is this done in QB Desktop 2018?

Moderator

Re: Hello Sue, You can pull up the Transaction List by Custom...

Hey there, @bythesea.

Allow me to help you with generating a credit memo report in QuickBooks Desktop.

 

You can also pull up the Transaction List by Customer report and customize it to show the credit memos only.

 

Let me show you how:

  1. Click the Reports at the top menu bar.
  2. On the drop-down (▼) list, click Customers & Receivables and choose Transaction List by Customer.
  3. Click the Customize Report button.
  4. Go to the Filters tab.
  5. In the filter search box, type, and select Transaction Type.
  6. Under Transaction Type drop-down (▼), choose Credit Memo.
  7. Hit OK.

To guide you through the steps, please see screenshots below.

 

 

I'll be around here in the Community, so please feel free to reach out to me if you have any other concerns. Wishing you a wonderful rest of the week.

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