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Let's pull up a report to see the list of your invoices and payments made within specific projects, dawnjohnson.
In QuickBooks Online (QBO), we can run the Invoices and Received Payments or Transaction List by Customer report and customize it to display specific data. Also, please select the correct Report period so the system will display all details covered on that date.
Here's how:
If you're customizing in a modern view, kindly refer to this article: Customize reports in QuickBooks Online using modern view.
Afterward, you can export or print your report if you want to use it outside QBO.
We'll be around to help you further about accessing the list of your invoices and payments, dawnjohnson. Please let us know by clicking the Reply button.
What you're suggesting only seems to have the invoices that have been paid. I would like to show a transaction history to my client including what has been paid, unpaid and a running total/balance due. How do I accomplish that?
I know another report you can use to see all invoices and payments linked to your project transactions in QuickBooks Online (QBO), dawn.
Aside from the Invoice and Received Payments report, we can also pull up the Transaction List by Customer and customize it to personalize the data displayed. In this report, transactions such as paid invoices, unpaid, and payments linked to them are visible. To make it possible, please follow the steps below:
Moreover, I've added an article that'll help you customize your report on a classic view. Also, you can save the current customization setting of your reports to prevent you from personalizing it again:
Please don't hesitate to reach out if you have further questions about reports. I'm here to assist you round the clock with any assistance you may require.
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