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carranza_nelson
Level 1

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

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

Solved
Best answer October 19, 2018

Best Answers
IntuitKaiXiang
Level 2

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

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

9 Comments
IntuitKaiXiang
Level 2

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

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
Level 15

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

@ 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
Level 1

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

I did this exactly but it didnt work for me
Susi
Level 1

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

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

Lake Coro 2
Level 1

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

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
QuickBooks Team

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

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.

eburgchikadee1979
Level 1

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

I followed the instructions and was able to bring up the report. How do you get a grand total and not just a per customer total?

 

KlentB
QuickBooks Team

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

 

I can share some ideas on how you get the grand total, eburgchikadee1979.

 

The Deposit Detail report will only the total per customer. If you need to view the grand total, you may need to export the report to an Excel file. Then, compute the total amount from there. I'll show you how:
 

  1. Select Reports from the sidebar menu.
  2. Under the Sales and customers section, choose Deposit Detail.
  3. Click the Customize button.
  4. Set the appropriate reporting date and accounting method.
  5. Go to the Rows/Columns section, then click Change columns.
  6. Tick the Payment Method checkbox, then click Run report.
  7. Select the Export icon, then choose Export to Excel.

Additionally, here's an article that you can read to help speed up the reporting process in QuickBooks Online: Customize reports.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community. I'll be more than happy to help you again.

Jroman
Level 1

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

Thank you for asking this question.  I am also looking for a way to get a grand total for each month to check against the 1099 from the processing company.

 

 

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