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Level 1

Need a report that shows paid invoices, including payment methods, for all customers

I need a report that shows paid invoices, including payment methods, for all customers. I need to know how each invoice was paid and when. Can anyone help?

Solved
Best answer December 19, 2019

Best Answers
QuickBooks Team

Need a report that shows paid invoices, including payment methods, for all customers

Hey there, @mary27.

 

I'll be glad to help you out with this report.

 

I recommend creating a Transaction List by Customer report and customizing to fit your needs. You can also check out Customize reports in QuickBooks for more details on how to customize.

 

To create the Transaction List by Customer report:

 

  1. Click Reports menu at the top.
  2. Choose Customer's and Receivables then Transactions List by Customer
  3. Select Customize Report in the top left corner of the report.
  4. Click on the Filters tab.
  5. Search for Paid Status and choose Closed.
  6. Click the Display tab and check off Pay Meth. Then click OK.

 

If you need more help with this feel free to reach back out. I'm only a post away. Have a great rest of your day.

View solution in original post

1 Comment
QuickBooks Team

Need a report that shows paid invoices, including payment methods, for all customers

Hey there, @mary27.

 

I'll be glad to help you out with this report.

 

I recommend creating a Transaction List by Customer report and customizing to fit your needs. You can also check out Customize reports in QuickBooks for more details on how to customize.

 

To create the Transaction List by Customer report:

 

  1. Click Reports menu at the top.
  2. Choose Customer's and Receivables then Transactions List by Customer
  3. Select Customize Report in the top left corner of the report.
  4. Click on the Filters tab.
  5. Search for Paid Status and choose Closed.
  6. Click the Display tab and check off Pay Meth. Then click OK.

 

If you need more help with this feel free to reach back out. I'm only a post away. Have a great rest of your day.

View solution in original post

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