Simple Payments Received Report

• Customer Name
• Invoice Date
• Invoice #
• Payment Rec'd Date
• Payment Type
• Payment Amount
• Balance Due

• The Invoice Date and Payment Received Date appear under the Date column.
• The Payment Type is referred to in the report as Pay Met (Payment Method).
• The Payment Amount is listed in the Amount column.
• The Balance Due shows up under the Balance or Open Balance column.

1. Go to Reports > Customers & Receivables and select Customer Balance Detail.
2. Click Customize Report.
3. Go to the Display tab and check the columns you want to include (Type, Date, Num, Pay Met, Balance/Open Balance).
4. Uncheck any columns you don’t need.
5. Click OK to save your changes.

Thank you for this, however, the way you've suggested it lists all customers whether or not payments have been received which makes the report incredibly long.  Once I customized the dates to say just this week, it zeroed out al customer payments because there were none received during that timeframe.  I need this information for specific time periods, say for example, daily or weekly.

Thank you for sharing your insights, @jloomy. While the ability to customize dates for specific time periods directly within the report would be helpful, it’s currently not possible to generate a report in that format based on the provided data.
 

As a workaround, you can export the report as Excel and customize it to create a simple payments received report that can be viewed on a daily or weekly basis.
 

In the meantime, you can submit feedback requesting the ability to create a payment received report for specific time periods. You can follow the steps outlined in this article to share your suggestions: Give feedback on QuickBooks products and services.
 

Please let us know if you have any questions or need additional assistance.