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Running the Invoice and Received Payments , can help achieved your goal, brian217. Allow me to share the steps for you.
You can run the Invoice and Received Payments report in QuickBooks. Then, ensure to apply the specific date and filter to show the invoices and payments. This process will give you a clear and detailed summary of all the transactions made during that year.
On the left navigational bar, go to the Reports tab.
- In the Search Bar, enter Invoice and Receive Payments.
- Choose a specific reporting period and enter the date.
- Click the Customize button and click Change columns.
- In the Rows/Columns choose the column you want to include.
- Click Run report
After running these reports, you'll get an overview of invoices and received payments or payments for each customer for that specific year. You can check this page for more details about modifying a report and adding more details to it: Customize reports in QuickBooks Online.
In addition, I've compiled some helpful articles to guide you on saving your report settings and link bank deposit in QuickBooks:
I'm here to help with any questions you might have about generating reports or concerns with QuickBooks Online. We're always happy to help you.
