Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce
Citibank downloads
Level 1

Receivables Report

Is there a way to run a report showing receivables as of a certain date which includes the date it was paid?

Need to figure money that should not be reported as income since the AR was acquired at a certain date.

1 Comment 1
IamjuViel
QuickBooks Team

Receivables Report

Hello there, @Citibank downloads.

 

You'll want to run the Transaction List by Customer report and customized it from there. It will show the dates of your invoice payments in QuickBooks Desktop. I can guide you on how to do it.

  1. Go to the Reports menu.
  2. Select Customers and Receivables.
  3. Choose Transaction List by Customer.
  4. Click the Customize button.
  5. Tap the Display and Filters button for the columns and account type.
  6. Hit the OK button. 

Also, if you'll want to see the related payments of your invoices. You'll have to click the invoice in the right side click the Transaction button to see the related transactions.

u.PNG

To learn more about running reports in QBDT, you may check this article: Understand reports.

 

Feel free to get back to us if you have other concerns. I'd be glad to answer should you have any follow-up questions. Take care and enjoy the rest of the day.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us