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How do i run a report on 2019 customer payments (not invoices), with the date paid, and the total for the year of each customer?

 
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QuickBooks Team

How do i run a report on 2019 customer payments (not invoices), with the date paid, and the total for the year of each customer?

Hi @rodgershouses,

 

I'll be handling your query about a customer report. You'll have to run a customized Customer Balance Detail report to get this done.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Highlight Customers & Receivables.
  3. Select Customer Balance Detail.
  4. Press the Customize Report button.
  5. On the Display tab, search for Paid Date and put a check on it.
  6. Go to the Filters tab.
  7. On the search box, type in TransactionType.
  8. On the TransactionType drop-down menu, choose Payment.
  9. Hit OK.
  10. Edit your date range on the From and To boxes.

As an example, you can refer to the image below:

 

Customer Balance Detail.PNG

 

To have QuickBooks Desktop memorize your customized reports, follow the steps listed in this article: Create, access and modify memorized reports. You can also find the steps on how you can edit or delete a memorized report. 

 

I'll be around in case you need further assistance. Drop a comment below, and I'll get back to you. 

Highlighted
Level 1

How do i run a report on 2019 customer payments (not invoices), with the date paid, and the total for the year of each customer?

Thank you that was very helpful,  but the boss wants to also see the total income per customer.  Is there a way to see that on this report?  I know I can export into excel and then run the @sum function, but I have about 100 customers and 12 payments each per year.  I know I can run a sperate report with a total on each customer. I was just hoping to do it all in one.  

Thanks for your advice. I am kind of new to QuickBooks and having a very hard time getting ready for taxes. 

Kathy

Highlighted
Level 1

How do i run a report on 2019 customer payments (not invoices), with the date paid, and the total for the year of each customer?

thank you, that was very helpful.  I am also hoping to add a total for each customer.  we have 100 properties, with 12ish payments each per year and the boss wants to see date they paid, amount of each payment, and total for the 2019 year.    thanks again for helping this newbie.

kathy

Highlighted
QuickBooks Team

How do i run a report on 2019 customer payments (not invoices), with the date paid, and the total for the year of each customer?

Hello there, @rodgershouses.

 

You'll want to follow the steps provided by the previous agent to pull up the total amount for each customer. 

 

On the other hand, you can pull up Income by Customer Details to show the invoice/income that is paid.

 

Here's how:

  1. Go to Reports at the top menu.
  2. Select the Report Center.
  3. Type the Income by Customer Details, 
  4. Search for Transaction Type, and select Invoice.
  5. Search for Paid Status, and select Closed.
  6. Click the OK button.

As a reference, you can also check out this article: Customize reports in QuickBooks Desktop.

 

You might want to check out this article for future reference: Help articles for QuickBooks Desktop.

 

I'll be keeping an eye out for the response on this. Have a good one.

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