reports

Welcome back to the Community, @Jonathan07.

Based on that information, you can run the Customer Balance Detail report in QuickBooks Online (QBO). This will give you the payments for the invoices as well as the balances of your customers.

Here's how to pull it up:

1. In QBO, go to the Reports menu at the left pane to get to the Standard report page.
2. Type Customer Balance Detail in the search field, then select it in the drop-down to open.
3. Choose your preferred date in the Report period section, then hit Run report to refresh.

Just in case, I'll add this article for future reference: Run reports in QuickBooks Online.

Reach out to me in the comment below if you have any other questions or concerns, and I'll get back to you as soon as possible. I'm more than happy to help. Have a good one!

Hey FritzF,

Thanks for your response.

I think what I'm asking isn't possible but maybe if I give some more detail you can say whether or not it's possible.

I would like to see an entire year of payments (and invoices we sent) from a specific customer and this customer never pays exact but rather lump sums and therefore I would love to see how each invoice was paid and with what payment.

So, example.

We have 12 payments (1/mo.) of 1000 and our customer pays $2300 in March, and then again $4500 in June and then again $4000 in December (leaving an open/overdue balance of $1200). Can I see a spreadsheet of each invoice (for example: Inv. #1 - #12) on a report with their corresponding payments (and payment numbers)?

Thanks again for any help.

Y'all are the best.

Jonathan

ReyJohn_D,

Thank you for this and for the photos, which always helps.

This is quite helpful and we will use it in the future.

Take care.

Jonathan