I receive payments from two different sources on my invoice (one from the client and the other from the insurance company). How can I track who made which payment?

Welcome to Community, 42099emily.

I am here to help you on how to receive payments on invoices in QuickBooks Online.

Here's how:
 

1. Click the Sales, choose Invoices. 
2. Open the invoice you want to receive payment. 
3. On the right side corner tap Receive payment. 
4. Press Save and close at drop-down arrow. 

You can utilize this link for guidance in recording customers payments efficiently: Record invoice payments in QuickBooks Online.

Keep me in the loop if you have any other concerns or questions managing your invoices. I'll be around ready to help you. Stay safe!

That is how I record the payment.  However, I would like to be able to run a report that shows who made the payment (insurance company vs. client).  Any suggestions?

Yes, that is how I have been recording the payments.  What I would like to do is be able to run a report that shows payments made from the insurance company vs. payments made by the client.  Any suggestions?

Thanks for coming back to us, @42099emily. I'd be happy to help you get your desired report.

QuickBooks Online offers various reports you can use to view information about your company. You can pull up the Invoices and Received Payments report. It contains all the invoices and payments you received from your customers in a specified period. It can be customized to show the client and insurance company only.

Here's how:

1. Go to the Reports menu.
2. In the Search field, enter and select Invoices and Received Payments.
3. Click the Customize button.
4. Modify the reporting period.
5. Go to the Filter section.
6. From the Customer dropdown, select the client and insurance company from the list.
7. Click Run report.

As another option, you can run the Transaction List by Customer report. Then, customize it to display the Payment transaction type only. Check out this article to learn more about using filters: Customize reports.

You can also export them to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel. 

I'm just around should you need more help with running reports. I'm determined to ensure your success.

Thank you for getting back to me!  I'm still confused as to how quickbooks will be able to identify that the payment was from the insurance company and not the client???

Thanks for getting back on this thread, 42099emily.

The reports provided above will show you the invoices and their linked payments. You can identify who paid the transactions by customizing them. For more details about the process, please see this article: Personalize Reports in QuickBooks Online.

Also, I've included an article that'll help you learn which reports are available for your version of QuickBooks Online: Reports Included in My Subscription.

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, 42099emily. It's always my pleasure to help you out again.

I have this exact problem trying to apply payment on invoice from two different cutomers.  Did you ever find a solution?

Thanks for joining this thread, Meg88.

QuickBooks only allows one customer per invoice. I can certainly understand how an ability to apply two different customers and their payments to one invoice could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

If there's any additional questions, I'm just a post away. Have a wonderful Friday!