How to create a report that sorts payments by payment method.

carranza_nelson · ‎10-19-2018

I would like to check on past payments made with credit cards to corroborate when and how those payments are being credited on my bank account

IntuitKaiXiang · ‎10-19-2018

Hi Carranza_nelson, great to see you sharing your query here.

I believe that the payments you're referring to are from your customers and if so, here's a simple way to retrieve a report to sort the payments by payment method

1.) Click on Reports from the left hand panel
2.) In the search field, type Transaction List by Customer to generate this report
3.) Click on Customize at the top right
4.) Under the Filter section, click on it to reveal additional options.
5.) Simply select the payment method you wish to view under the Payment Method drop down menu

View solution in original post

IntuitKaiXiang · ‎10-19-2018

Hi Carranza_nelson, great to see you sharing your query here.

I believe that the payments you're referring to are from your customers and if so, here's a simple way to retrieve a report to sort the payments by payment method

1.) Click on Reports from the left hand panel
2.) In the search field, type Transaction List by Customer to generate this report
3.) Click on Customize at the top right
4.) Under the Filter section, click on it to reveal additional options.
5.) Simply select the payment method you wish to view under the Payment Method drop down menu

View solution in original post

Rustler · ‎10-19-2018

@ carranza

Run the Sales by customer detail report by customer

click the customize button, and then click the row/columns section and set the group by to payment method
then click the rows/columns and add payment method column
set the date range

run report

play with customize if you need more than what is shown

olsonmari1 · ‎10-19-2018

I did this exactly but it didnt work for me

Susi · ‎01-08-2020

This worked perfectly. Saved me from asking the same question. Thank you!!!

Lake Coro 2 · ‎01-15-2020

I ran the report and while a payment method column appears it does not contain any information. I have entered payment method in many deposits, so it should show on at least some records.

When I filter for a payment method that I have used and entered the report comes up with no deposits/payments listed.

JessT · ‎01-15-2020

Hi Lake Coro 2,

You can actually see the payment method in the Deposit Detail report. So far, this is the only report that has payment method data. I will submit feedback for other reports that do not show the payment method details of a transaction.

I created 3 deposits. One from a sales receipt that is directly deposited to checking, and two from Bank Deposits.

You can click on Save Customizations to add it to your list of Custom Reports. That way, you won't have to customize it again.

Please try this report, and feel free to post back if you have additional questions.

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How to create a report that sorts payments by payment method.