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BenEAI
Level 1

Invoice report by date with payments listed under each invoice

Is there a single report listing all invoices by date with payments listed under each invoice.  I see this same question listed in the Community Forum from 2019.  At that time, this report was not available.  Has this been rectified?  Do I need to upgrade to a newer version?

1 Comment 1
JasroV
QuickBooks Team

Invoice report by date with payments listed under each invoice

Yes, there is, @BenEAI.

 

I'd be delighted to guide you on how to run a report in your QuickBooks Desktop (QBDT) that shows the data you need.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select the Sales section and click Sales by Customer Detail.
  3. Click Customize Report at the upper part of the report.
  4. From the Display tab, search and select Paid, Pay Meth, Date, and Paid Date under the Columns section. 2.PNG
  5. Then click OK.

 

You can also utilize this article for more details on modifying your reports: Customize reports in QuickBooks Desktop.

 

You might also want to save the current settings of your report by memorizing it. This way, you can easily access the data you need without going through the customization process again.

 

You can always count on me if you need more help running your reports in QBDT. Simply tag me in your response and I'll get back to you as soon as I can. Have a great weekend!

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