The Paid Date column is completely blank. What is it the report is supposed to contain in that column if not the paid date?

Hi there, @Christine_Laing. 

Thanks for taking the time to follow along with the thread and sharing your concerns with us. 

To clarify, are you referring to the Customer Balance Detail report, as mentioned by my colleague above? If so, please know that there isn't a Paid Date section or column when creating an invoice or a payment in QuickBooks Desktop. This is the reason why the column is empty in the report. If you want to see the date when the payment was created, you may check the date/s under the Date column of the report. 

Additionally, the invoice shows as paid to show the payment date to indicate that a payment was made on that date. However, it's not a field. It's just a mark. Therefore, the payment date will reflect under the Date column beside the Payment. I also wanted to mention that the Paid Date column is not yet fully utilized by the system since this field is still unavailable on sales forms.

For further details about reporting in QuickBooks Desktop, check out Understand Reports.

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

We have payments that pay 400 invoices. That isn't particularly helpful.

The question asked was What if there is more than one payment amount / paid date? Would you want to see the same invoice listed multiple times, once for each payment applied to it? and the answer is YES

In order toi get the report that you want, its really simple. For desktop, go to 

>reports >Sales > sales by customer detail.

Then customize by choosing the month you want the information for and BE SURE to click the CASH button for report basis. The detail report will show you the date paid under the date tab. it shows the invoice number, the amount paid, and the date it was paid. 

I found a possible solution. Change the Report Basis filter from Accrual to Cash. The Date column will change from date-invoiced to date-paid.

I'm so frustrated with this software. Not my choice to use it. Paid date is a VERY standard feature in all accounting software. How else would you calculate rebates? Pull up every invoice one by one for a year? thousands of them? This is ridiculous. Why can't I make my own reports?

I don't have that option in quickbooks online!!!

Thank you for joining the thread, @grock1.

I'll share some insights and guidelines that could help you achieve your goal. That type of report and option is for QuickBooks Desktop. You can pull up the Invoices and Receive payments report in QuickBooks Online. This report shows the invoice and payment date without sorting the list by customer. Here's how: 

1. Go to Reports.
2. Select the Standard tab.
3. Find the Invoices and Receive payments from the Who owes you area.
4. Use the Customize button to adjust things like the report dates and filters.
5. Click Run report.
6. From the Date column, you'll see when the invoice was created and paid.

You may utilize the articles below as guidance for memorizing and exporting reports:

• Memorize reports in QuickBooks Online
• Export your reports to Excel from QuickBooks Online.

You're always welcome for any other QuickBooks concerns. Have a good one!

Show me status of subscription payment for 2023

Hi there, @Ken Jackson.

Thanks for following along with the thread. 

You can review your subscription details from our CAMPs website. While in CAMPs you can see all your subscriptions, manage your account, find your install links, etc. For additional details about using our site, check out Manage your QuickBooks Desktop subscriptions and services. I've included the link to the CAMPs site below.  

• CAMPs

Please let me know if you have any other questions or concerns. I'm always around to lend a hand. Take care! 

Took awhile but there is a way to do this.

Unfortunately, you may need QBO Advanced subscription which now has more enhanced reporting tools.

Sales by Product Service Detail report in the enhanced reporting. Run the report as Accounting Method "Cash" NOT "Accrual". The date showing will be the invoice payment date. Group by "Num" which is Invoice date. Add filters based on Product/Service, Class, etc to report specifically on the products, SKUS, Customer Names, etc you need. For Columns, go to "Transaction" and checkmark the box "Date". This will be the original Invoice date. Then just restructure the columns for how you want the report laid out and done!

Now your report should have everything you need including the Invoice date, customer, product/service and payment date of that invoice. There may be a way to further filter this to get payment dates grouped by product specifically and not invoice. But haven't tested it out yet. Looks like the options are available for it.