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Level 2

Report showing invoices paid w/invoice number

I don't know why I am having trouble with this, but I just can't find the right solution in the forums (for Quickbooks Online)

I simply want to show which invoices were PAID in a certain date range, with the invoice numbers showing.

I'm pretty sure it's some kind of Transaction report, but can't seem to customize one the way I'd like.

So if multiple customers paid invoices in October, I just want to have a report showing the Date of Payment, Customer, Invoice Number, and Amount for the month of October.  Sounds simple right?

 

Example:

Date            Company          Invoice        Paid Amount

10/1/2020  XYZ, Inc            2456           $100

10/5/2020  DEF, Inc            2464           $50

10/7/2020  ABC, Inc           2478           $200

 

Anyone with any suggestions?

Solved
Best answer November 15, 2020

Best Answers
Intuit

Report showing invoices paid w/invoice number

Hello,

 

I recommend starting with the "Invoices and Received Payments Report". See if you can customize that to the format you want.

 

(screenshot attached)

View solution in original post

2 Comments
Intuit

Report showing invoices paid w/invoice number

Hello,

 

I recommend starting with the "Invoices and Received Payments Report". See if you can customize that to the format you want.

 

(screenshot attached)

View solution in original post

Level 2

Report showing invoices paid w/invoice number

Thanks!  Yes, that's very close to what I need.  I don't know how I missed that report.

However, I only wish it gave the option to sort by date.  Even when exporting to Excel, I can't sort by date because it groups them by company name.

At least this this contains the very information I need.  Thanks for pointing out this report to me.

 

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