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yvette_barbosa
Level 1

Reports - Invoices and Received Payments

I am able to sort by different things in most reports, but in my Invoices and Received Payments Report, the dates are all over the place, not by invoice date, payment date, or invoice number. Its just random it seems.

Solved
Best answer February 06, 2024

Best Answers
RogelioL
Moderator

Reports - Invoices and Received Payments

Hello, @yvette_barbosa.


Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

 

Here's how:

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online. 

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.


Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe. 

View solution in original post

7 Comments 7
seelyes
Level 1

Reports - Invoices and Received Payments

It's sorted by Customer and then by Transaction in Descending Date order.

 

The link below will show you how to use it to generate a Average Days Sales report in Excel.

 

https://www.dropbox.com/scl/fi/isz3mjz8guwtqiwurx05i/AverageDayExample.xlsx?rlkey=8fvktm5xb5pg03bsfh...

RogelioL
Moderator

Reports - Invoices and Received Payments

Hello, @yvette_barbosa.


Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

 

Here's how:

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online. 

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.


Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe. 

NatDH
Level 3

Reports - Invoices and Received Payments

I don't know if this was addressed, but the invoice and payments report does not at all tell you which invoice was paid by the payment. It might be near it and it might not be. It might be the same amount and it might not be. This is a bad report. QBO needs a report that shows which payment paid which invoice and it does not have one.

ZackE
Moderator

Reports - Invoices and Received Payments

Thanks for joining this thread, NatDH. I appreciate your detailed information.

 

While viewing the Invoices and Received Payments report, you'll see a Transaction Type column. This area will identify invoices, payments, and credits.

 

You can click to a particular payment record to see which invoice was paid by it. Once the payment record opens, review your Outstanding Transactions section to identify which invoices were paid with the payment.

 

Here's an image showing how it works:

 

 

I've also included a detailed resource about working with reports which may come in handy moving forward: Customize reports

 

Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!

NatDH
Level 3

Reports - Invoices and Received Payments

I know what you can do with clicking. I am referring to the report itself and exporting it into excel. People do not want to click into each one. They want the information in a report. Does QBO not know that?

NatDH
Level 3

Reports - Invoices and Received Payments

There is a way out of the problem if you are disciplined. Just put a memo in the payment when you receive it which invoice it pays. Walla.

SheandL
QuickBooks Team

Reports - Invoices and Received Payments

We appreciate your sharing a workaround for this matter, NatDH. As of now, QuickBooks doesn't offer the customization options needed to tailor the Invoice and Receive Payment report to include your preferred details.

 

However, we absolutely value input like yours, as it helps guide future updates and enhancements for QuickBooks features. That said, I recommend you to submit this product suggestion directly to our development team. To do so, here's how: 

 

  1. Open your QuickBooks account.
  2. Go to the Gear icon, then select Feedback.
  3. Type your ideas about the field provided.
  4. Once done, click Next to submit.

 

For now, I suggest following the workaround you've shared to ensure that your report stay organized and to help you keep track of your payments.

 

This thread will always be open if you need further assistance. We'll be glad to help you!

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