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amygcase
Level 1

Where can I see a list of my customer electronic payments with detail of payee? Thanks!

 
1 Comment 1
AileneA
QuickBooks Team

Where can I see a list of my customer electronic payments with detail of payee? Thanks!

Thanks for joining us here in the Community, amygcase.  

 

We can run a Transaction List by Customer report. This report will show you the details of the transaction payment and its account. However, you'll need to open each transaction to view the information about your payee. 

 

To do that, please follow the steps below:  

 

  1. On the left panel, click Reports
  2. Type Transaction List by Customer in the search box. 
  3. Change the Report period, and click the Customize button. 
  4. Click Filter to expand, click the Transaction Type box and Customer
  5. Press Run Report

Once done, you can also click on Save Customization to save the report on your Custom Reports tab for easy access. For further details about running and customizing reports in QBO, you may check these articles:   

If you have other questions or clarifications, just let me know. I'll be around to answer them all for you. Keep safe and have a good one!

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