Thank you for returning to this thread and considering the recommendation shared by my colleague, B Funk. Allow me to step in and provide additional details on how you can see the last payment received from the customer.
Currently, there's no direct option to customize the report to generate the date for the last payment and the amount of the last payment. No worries, I've found an alternative way to accomplish this process.
You can run the Transaction List by Customer report. Then, customize it appropriately and export it to Excel. From there, you can manually remove any additional payments that you don't need. Here's how:
- Go to the Reports menu.
- In the search box, enter Transaction List by Customer.
- Click the Customize button.
- In the Rows/Columns section, tick the following: Customer, Transaction Type, Date and Amount.
- In the Filter section, do the following:
Tick the Transaction Type box and choose Payment.
Tick the Customer box and choose Select All or the appropriate customer name.
- Set correct dates.
- Hit the Run report to reflect the changes.
- Click the Export icon and select Export to Excel.
To manage QuickBooks reports, you can visit the links below:
If you require further assistance, you can always return to this thread for assistance. We'll be here to provide the help you need.
