Is there a way to run report showing client payments received for a time period and show the (Class) which we have set up the employee responsible for that client?

Hello @Pebbles135,

Yes, there is a way. However, classes can’t be assigned to payment transactions. Instead, run the Transaction Detail by Account report and customize it to filter Invoices so you can see the employee responsible for them. Then add a Payments filter to show the specific amount paid for each transaction.

It’s also important to note that the information shown varies by transaction date and reporting period, and a payment may not correspond to its invoice unless you add a reference number. If needed, click the transaction to view the corresponding payment.

To get the data you need, follow these steps:

1. Select the Report period and Accounting method.
2. In Columns, select Transaction Type, Num, Class, Name, Amount, Balance, and A/R Paid.
3. Hover to the Filter option and choose the data you want to include.
4. Select the operation you want to see in the report and choose Invoice, and Payments in the values.
5. Under Group by, select Customer (with sub-customers).
   

You can always count on the Community to help you choose the right reports when organizing or presenting your business figures. Just click Reply to share your concerns.

Hello there, Pebbles135.
 
Just checking in to see if the information about QuickBooks reports we shared helped resolve your issue.
 
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