Invoice Payment Date Report

I appreciate you for what you've done on your end, DBAeroSphere.

Upon replicating here on my end, you can go to Custom Reports to show the Class and Ship To State information. However, we're currently unable to display the paid date of an invoice in the report. The report only shows the invoice payment as another transaction. Let me guide you on how to run the said report.

Here's how:

1. Go to Reports.
2. Choose Custom Reports and select Transaction Detail.
3. Under Display, look for Columns and filter the Class and Ship To State.
4. Go to Filters and search for Transaction Type.
5. Click the dropdown under Transaction Type and choose Multiple Transaction Types.
6. Select Invoice and hit OK
7. Click OK
8. Manually change the dates, then click Refresh. 

You can memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use. You can visit this article: Create, access and modify memorized reports

If you have further concerns about customizing reports in QuickBooks Desktop, feel free to come back here in the Community. We're here to assist you 24/7.

Hello IrishNinoJ,

Thank you for replying. After running that report it looks like that that does give me the class and ship state of the invoice. However, it doesn't seem to give the paid date, which is something I need. Also it seems to break down each invoice by each line item. It seems like the total value of the invoice in the sum of "Credit" for each given invoice number.

Thank you for your time,

 - D.B.

Thanks for a prompt reply, @DBAeroSphere.

Currently, we're unable to display the paid date of an invoice in the report. We can only view the invoice payment as another transaction in the report. I know how this section would be helpful to track when an invoice is being paid.

As a workaround, we can export the report and edit it there to add the paid date manually. Here's how:

1. From the report, move your mouse to the Excel button above and select Create New Worksheet.
2. Select what would you like to do with the report. Then, click Export.
3. Follow the on-screen steps.

If you want to see the invoice breakdown, you need to open the transaction by clicking it in the report or by going to the customer transactions to look for it.

In the meantime, you can submit direct feedback to our product engineers about this feature. They might add this to our future product updates.

You might want to view two reports on one page. Check out this article: Combine reports from multiple company files.

Leave a comment below if you have additional questions about managing your reports. I'll be willing to lend a hand. Keep safe always. 

Hello Bryan_M,

While I really do appreciate the reply, that does not satisfy the requirements. I have thousands of invoices, and entering the date manually is not a viable option for any notable scale.

QuickBooks has the data, as you can view the date paid in the invoice. I'm guessing it's either calculated or stored in a separate table. I know there are 3rd party tools that can help with pulling such data. Do you know of / can you recommend any tools that would allow me to pull the data that I need? 

Additionally, I have access to 'Advanced Reporting' which I have not played with very much, can I get the data that I need there?

@DBAeroSphere  RE: While I really do appreciate the reply, that does not satisfy the requirements. I have thousands of invoices, and entering the date manually is not a viable option for any notable scale.

Yes, QuickBooks has the data but it's not available in reports within QuickBooks.

However, this is something we can build for you. If interested, send a support request and we can discuss what you need in more detail: BRC Support Request  

Hello BigRedConsulting,

While your message isn't a solution, at least not within QuickBooks, I would like to express my amusement towards your marketing approach.