Payments Received for Current Year Invoices Only

I appreciate your efforts in pulling up reports, @MMajor2702. Currently, there isn't a report in QuickBooks Desktop that can directly provide the data you need. Also, this is because the program uses the transaction date.

The closest report we can open is the Customer Balance Detail. This report displays the invoices and payments you have made. Let's personalize this report and determine which invoices were generated last year and linked to a payment made this year. To access this report, follow these steps:

1. Go to the Reports menu.
2. Select Customers & Receivables, then choose Customer Balance Detail.
3. In the From and To dropdown, enter this year's date.
4. Hit Refresh. 
5. Click the Invoice to check if it was made last year.
6. On the Invoice page, head to the Recent transaction to verify when was this created.

Once done, let's export this report to Excel by clicking the Excel dropdown so we can edit this report to your preference. From there on, you can manually edit or delete those entries that you don't need.

To learn more about personalizing your report, feel free to read this article: Customize reports in QuickBooks Desktop.

I'll be happy to assist you if you need further help in generating a report that specifically shows payments that are connected to invoices made this year. I'll be ready to help you out.

@MMajor2702 

Try this:

Go to Reports > Customers & Receivables > Transaction List by Customer.  Click on 'Customize Report', click Filters tab.  Under Filters, scroll down and select Transaction Type and then click on Multiple Transaction Types.  A box will pop up that allows you to select both Invoices and Payments.  Select OK.  Change the report date to 2024. 

I'm not sure if that will work for you since it will pull up invoices dated 2024 that have not been paid as well as payments received in 2024 for invoices in previous years but it may get you what you need.