cancel
Showing results for 
Search instead for 
Did you mean: 
KJIsaacson
Level 2

Report showing amount paid by client

I run a one-person law office, and I'm trialing QBO Plus. I'm looking for a report that will show, by client, how much the client has paid me.

 

I can find a report that shows invoices and amounts outstanding, but then I have to do the arithmetic (Amount of Invoice minus Amount Outstanding). But isn't there a simple report to show how much each has paid?

 

Thanks.

 

Solved
Best answer August 06, 2021

Best Answers
FritzF
Moderator

Report showing amount paid by client

Hi there, @KJIsaacson.

 

Thanks for getting back to us and for sharing some additional information about your concern.

 

You can run the Transaction List by Customer report instead. Then, all you need to do is to customize it, so the amounts paid by your clients/customers will show.

 

Here's how to pull it up:

 

  1. Go back to the Reports menu in QuickBooks Online (QBO).
  2. In the search field, type Transaction List by Customer and select it to open.
  3. In the report, click the Customize option at the upper right.
  4. In the Filter section, choose Payment in the Transaction Type.
  5. Hit Run report to refresh.

 

From there, you can see all the payments you've received from your clients/customers.

 

To learn more about managing and customizing reports in QBO, you may visit this article for future reference: Customize Reports in QuickBooks Online.

 

Don't hesitate to post again or leave a comment in this thread if you need some additional help with QuickBooks. I'll be happy to assist. Have a wonderful day!

View solution in original post

10 Comments 10
JonpriL
Moderator

Report showing amount paid by client

Hello @KJIsaacson,

 

In QuickBooks Online, you can pull up one of your sales reports to let your client review your income transactions. I'll be happy to help you accomplish this.

 

  1. Go to Reports.
  2. Under Who owes you, select Customer Balance Detail.
  3. On the Report period menu, select the date range based on the transactions you wanted to review.
  4. Click Run report.

 

In the same manner, here's a couple of articles you can read to learn more about how you can customize a report: Customize Reports in QuickBooks Online.

 

On top of that, I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Take care and stay safe!

KJIsaacson
Level 2

Report showing amount paid by client

Thanks, but as my original post said, this doesn't show "amount paid." It shows the amount of the invoice, and the open balance, requiring a calculation to arrive at amount paid. Admittedly not a "heavy lifting" arithmetical calculation, but it does require an extra step, and the desired info is not pictured. I would have to create a document that shows the results after I've done the calc. There's no way to simply generate a report of "This is how much each client has paid me"?

KJIsaacson
Level 2

Report showing amount paid by client

But this report shows the original amount of the invoice and the balance due. In order to get the amount paid, there's a calculation involved. Granted it's not a complicated calculation (Amount of Invoice minus Balance Due), but it's an extra step, and the report doesn't present the desired info. I'd have to create a new, separate document, after calculating, to present what I want to see. Isn't there a report that simply shows "This is the amount each client paid me"? Thanks.

KJIsaacson
Level 2

Report showing amount paid by client

APOLOGIES IF THIS IS POSTED MORE THAN ONCE. NO INDICATION THAT PREVIOUS ATTEMPT WAS SUCCESSFUL.

 

But this report shows the original amount of the invoice and the balance due. In order to get the amount paid, there's a calculation involved. Granted it's not a complicated calculation (Amount of Invoice minus Balance Due), but it's an extra step, and the report doesn't present the desired info. I'd have to create a new, separate document, after calculating, to present what I want to see. Isn't there a report that simply shows "This is the amount each client paid me"? Thanks.

FritzF
Moderator

Report showing amount paid by client

Hi there, @KJIsaacson.

 

Thanks for getting back to us and for sharing some additional information about your concern.

 

You can run the Transaction List by Customer report instead. Then, all you need to do is to customize it, so the amounts paid by your clients/customers will show.

 

Here's how to pull it up:

 

  1. Go back to the Reports menu in QuickBooks Online (QBO).
  2. In the search field, type Transaction List by Customer and select it to open.
  3. In the report, click the Customize option at the upper right.
  4. In the Filter section, choose Payment in the Transaction Type.
  5. Hit Run report to refresh.

 

From there, you can see all the payments you've received from your clients/customers.

 

To learn more about managing and customizing reports in QBO, you may visit this article for future reference: Customize Reports in QuickBooks Online.

 

Don't hesitate to post again or leave a comment in this thread if you need some additional help with QuickBooks. I'll be happy to assist. Have a wonderful day!

KJIsaacson
Level 2

Report showing amount paid by client

Perfect. That appears to do it. Many thanks.

PromisedLand
Level 2

Report showing amount paid by client

Searching for Transaction List by Customer in the Reports section, nothing happens.

Scrolling thru the list of reports, there is no report called Transaction List by Customer.

This is the case for all 3 sections, Standard, Custom, and Management reports.

Please advise, thanks.

MariaSoledadG
QuickBooks Team

Report showing amount paid by client

I'm here to elaborate on some details about this report, PromisedLand.

 

The Transaction List by Customer report is only available in the Essentials and Plus versions. If you're using the Simple Start subscription, you can run the Sales by Customer Summary report instead. Here's how:

 

  1. Go to the Reports menu in QuickBooks Online (QBO).
  2. In the search field, type Customer Summary report and select it to open.
  3. Click the Customize option at the upper right.
  4. In the Filter section, choose either Customer, Product/Service ,or Payment Method in the Transaction Type.
  5. Click Run report to refresh.

 

You may also want to apply multiple filters so you'll be able to customize the information. For more information. go through this article for your guide: Customize Reports In QuickBooks Online. Additionally, to make reports easier to understand, here are the most common custom reports that you can check out in QuickBooks: Common Custom Reports in QuickBooks Online.

 

Fill me in and keep in touch if there's anything else that you need about reports. I'll always be right here to help you anytime.

TALD1
Level 1

Report showing amount paid by client

This is great but I don't get a total.  It's just a list of payments.  How do I get a total?

JonpriL
Moderator

Report showing amount paid by client

Hi there, @TALD1.

 

I'm here to help share insights about your transaction report in QuickBooks Online.

 

As of the moment, there isn't an integrated way to display the total amount of transactions when generating a Transaction List by Customer report. For now, let's consider exporting the said report to a new Excel file and customizing it to display the total amount of your transactions.

 

Rest assured our developers are constantly taking in the voices of our customers, like you, to ensure you got the best experience while keeping your business growing with us. While the option is not yet available, I recommend getting in touch and letting our product developers know about this by sending a request via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Describe how generating a transaction list report with the total amount helps your business in QuickBooks.
  4. Select Next.
  5. Click Skip and send message.

 

For now, I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developer team. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with your sales transactions and sales reports in QuickBooks. Use the Reply button and leave your comment below so that I, @JonpriL, can assist you further. Take care always and stay safe!

Need to get in touch?

Contact us