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MMajor2702
Level 1

Payments Received Reporting

I would like to pull up a report for payments received this year but only for invoices dated this year. Some of the payments received this year were for invoices dated the prior year. Is there a way to get payments received for invoices in the current year only?

1 Comment 1
JamesAndrewM
Moderator

Payments Received Reporting

I see you want to pull up a report for payments received this year. I'm here to provide information that could help you achieve your goal.

 

You can run the Deposit Detail report and customize it. You can filter the date range and view gross receipts for what was deposited during the year.

 

Here's how:

 

  1. Go to the Reports menu at the top.
  2. Choose Banking and Deposit Detail.


     
  3. Click the Customize Report button.
  4. Select the information you may want to see in the report.
  5. Hit OK.


     
  6. Go to the Dates drop-down arrow and choose a specific date range or this year.
  7. Click Refresh.

 

I'm adding this article you can use in the future: Customize reports in QuickBooks Desktop.

 

Please refer to this article on QuickBooks Desktop's various reports tailored to your business needs: Understand reports.

 

If you have any further questions regarding QuickBooks, please don't hesitate to ask. We are available 24/7 to assist you and would be delighted to do so.

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