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G_Pump
Level 2

REPORT FOR DAILY PAYMENTS RECEIVED REPORT

I would like to run a report in QB DESKTOP to show all payments received.

1 Comment 1
Ivan_G
QuickBooks Team

REPORT FOR DAILY PAYMENTS RECEIVED REPORT

Hello there, G_Pump. Let me walk you through pulling up a report specific to your customer's payments in QuickBooks Desktop (QBDT).

 

To show your needed data in QuickBooks, we'll have to utilize the Reports menu and choose the report that shows your sales in a given period. In this case, let's use the Customer Balance Detail report.

 

Here's how:

 

  1. On the Reports menu, select Customers & Receivables.
  2. Choose the Customer Balance Detail report.
  3. On the Display tab, customize the date accordingly on the Dates ▼ dropdown. Then, on the Filters tab, type Transaction type on Search Filters.
  4. Under the All ▼ dropdown, click Payment.
  5. Once done, hit OK.

 

In addition, I'll add this article that can guide you on managing and personalizing your reports in QBDT: Customize reports in QuickBooks Desktop.

 

Feel free to comment below if you have additional queries regarding your sales report in QuickBooks. We're here 24/7 to assist you.

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