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Hi,
I need a report that shows at year end any payments received in the prior year(s) against invoices with a future shipping date, and I haven't been able to find the right report to do this!
Any ideas?
Don't sweat it, @acjf. I'm here with all the options your business has available to.
The closest way to get the desired result is to create a Custom Transaction Detail report. You can filter this to show paid invoices and their ship date. Although we can choose to display the payments transactions, the option to filter the corresponding ship date isn't possible.
Follow these instructions:
As another option, you can run the Transaction List by Customer and use the instructions above to customize it. You can also export them to Excel. This way, it can be saved, stored, and transferred digitally if needed.
Visit us again in the Community if you have other concerns with running reports, @acjf. I'm happy to help. Have a good one.
Thanks.
I did this with the transaction detail by customer report. Is there a way for it to show both partially paid (where we've received a deposit) as well as the closed invoices?
Thanks for coming back, acjf.
In QuickBooks Desktop, we can only choose Either option for the Paid Status. This will reflect the fully paid, closed, and open invoices. If this is the report you need, just follow the steps below:
If you need the show the partially paid invoices, then we have to export them to Excel. From there, we can modify the data to come up with the report you need.
Feel free to visit our Reports page for more insights about managing your financial reports.
Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Have a great weekend.
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