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Need report that shows invoices and the checks that were applied to each invoice for a few months.

 One of my customers has skipped and invoice I cannot find which invoice was skipped because we kept applying checks to the most recent invoice due. This snapshot is similar to something I am looking for but Invoice-check help.png is there a quick report that shows many invoices and the checks applied to them rather than clicking in the transaction journal over again to match up checks and invoices dated back to 2015? Basically this customer does not think they skipped an invoice and I need  to find where they did and show them. 

 

THANK YOU!

Gina

Solved
Best answer 09-02-2019

Accepted Solutions
QuickBooks Team

Re: Need report that shows invoices and the checks that were applied to each invoice for a few mo...

I appreciate the screenshot you've provided, @gina32.

 

You can run a transaction report from your  customer center page in QuickBooks. I'll show you how to do it.

 

Here's how:

  1. Go to the Customers.
  2. Locate the customer's name.
  3. Select the Run Reports at the bottom.
  4. From there, click the Customize Report.
  5. Select Filter, under the Columns.
  6. Put a checkmark in the Type, Num, Date, Account, Pay Meth, Amount.
  7. Click Ok, once done.

For your future help, you can read this article: Customize reports in QuickBooks Desktop.

 

Let me know if you have other questions. I'm always here to help.

1 Comment
QuickBooks Team

Re: Need report that shows invoices and the checks that were applied to each invoice for a few mo...

I appreciate the screenshot you've provided, @gina32.

 

You can run a transaction report from your  customer center page in QuickBooks. I'll show you how to do it.

 

Here's how:

  1. Go to the Customers.
  2. Locate the customer's name.
  3. Select the Run Reports at the bottom.
  4. From there, click the Customize Report.
  5. Select Filter, under the Columns.
  6. Put a checkmark in the Type, Num, Date, Account, Pay Meth, Amount.
  7. Click Ok, once done.

For your future help, you can read this article: Customize reports in QuickBooks Desktop.

 

Let me know if you have other questions. I'm always here to help.

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