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jp9
Level 1

How to get a customer's record of payment for 2018?

 
2 Comments 2
Alessandra_B
QuickBooks Team

How to get a customer's record of payment for 2018?

Good to have you here, jp.

 

Allow me to guide you on where you can see your customer's payments.

 

Are you referring to the list of customer payments? If so, let me guide you on how to locate them. Here's how:

  1. On the left panel, hover your mouse on Sales, and click on All Sales.
  2. Under the filter drop-down, choose Money Received under the Type.
  3. Click on Last year under the Date drop-down. You can customize the From and To to your specified period.
  4. Under the Customer drop-down, choose the name of the customer.
  5. Click on Apply.

If you need a report where you can see your invoices and their payments, please follow these steps:

  1. On the left panel, click on Reports.
  2. Look for Invoices and Received Payments on the search bar.
  3. Change the Report Period to Last year, and click on Customize.
  4. Under the Filter drop-down, choose the customer name.
  5. Click on Run Report.

Once done, you can click Save Customization. This way, you can easily access it in your Custom Reports tab.

 

Feel free to read this article for more information: How to Customize Reports?

 

If you are referring to something else or you have other concerns, please leave a comment below. 

Anonymous
Not applicable

How to get a customer's record of payment for 2018?

Depends.  What does a "customer's record of payment" consist of?  What's the purpose/use of it?

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