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Is there a way to get a report by customer of all payments made to us in the last year? We do not use invoicing. All of our payments are donations.

 
Solved
Best answer February 24, 2020

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Highlighted
QuickBooks Team

Is there a way to get a report by customer of all payments made to us in the last year? We do not use invoicing. All of our payments are donations.

Good day, goldentaxi,

 

I'm happy to walk you through getting a report for all customer payments in QuickBooks Desktop for Mac.

 

You can pull up the Transaction List by Customer report, then filter the transaction type by Payment and date by Last Fiscal Year. This is to make sure you'll get the information you need.

 

The following steps below will guide you through the process:

  1. Go to the Reports menu.
  2. Select Customers & Receivables, then Transaction List by Customer.
    filtericoninMAC2.PNG
  3. Click the Filters icon.
  4. Mark Transaction Type, then select Payment.
    filtericoninMAC.PNG
  5. Click Apply.
  6. Select Last Fiscal Year from the Dates drop-down list.
    filtericoninMAC1.PNG

Learn more about showing the information that matters most to your business using the Customize customer, job, and sales reports in QuickBooks Desktop article.

 

You can also click the Memorize button so you won't have to go through the customization process again.  This will become available for future use.

 

You can also visit this site for other related topics about QuickBooks for Mac. It includes guides and latest news about the software: https://qblittlesquare.com/.

 

Get back to me if there's anything else I can help you, and I always have your back.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Is there a way to get a report by customer of all payments made to us in the last year? We do not use invoicing. All of our payments are donations.

Good day, goldentaxi,

 

I'm happy to walk you through getting a report for all customer payments in QuickBooks Desktop for Mac.

 

You can pull up the Transaction List by Customer report, then filter the transaction type by Payment and date by Last Fiscal Year. This is to make sure you'll get the information you need.

 

The following steps below will guide you through the process:

  1. Go to the Reports menu.
  2. Select Customers & Receivables, then Transaction List by Customer.
    filtericoninMAC2.PNG
  3. Click the Filters icon.
  4. Mark Transaction Type, then select Payment.
    filtericoninMAC.PNG
  5. Click Apply.
  6. Select Last Fiscal Year from the Dates drop-down list.
    filtericoninMAC1.PNG

Learn more about showing the information that matters most to your business using the Customize customer, job, and sales reports in QuickBooks Desktop article.

 

You can also click the Memorize button so you won't have to go through the customization process again.  This will become available for future use.

 

You can also visit this site for other related topics about QuickBooks for Mac. It includes guides and latest news about the software: https://qblittlesquare.com/.

 

Get back to me if there's anything else I can help you, and I always have your back.

View solution in original post

Highlighted
Level 1

Is there a way to get a report by customer of all payments made to us in the last year? We do not use invoicing. All of our payments are donations.

Thank you-VERY helpful.  I had to play with the transaction type a little because of the way we record things but I think I have what I need.  So grateful!

Highlighted
Content Leader

Is there a way to get a report by customer of all payments made to us in the last year? We do not use invoicing. All of our payments are donations.

I'm so glad to see that you were able to get the assistance you needed here in the Community, goldentaxi. You know where to come if you even need a hand again in the future. Take care!

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