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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

6 Comments 6
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!

View solution in original post

KJIsaacson
Level 2

Report showing amount paid by client

Perfect. That appears to do it. Many thanks.

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