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Disciplinedmoney
Level 1

Zelle payment Reports

Does anyone know how to run a report in QBO of invoice payments received by month from Zelle?

2 Comments 2
Adrian_A
Moderator

Zelle payment Reports

Good day, Disciplinedmoney.

 

You can run the Invoices and Received Payments report. I'll walk you through the steps.

 

Here's how:

 

  1. Click the Reports tab.
  2. Enter and select Invoices and Received Payments.
  3. Click the Customize button.
  4. Modify the Rows/ColumnsFilter, and Header/Footer fields.
  5. Click Run report.

 

Also, if you use QuickBooks Payments to process customer payments, you can check this article on when QuickBooks deposits the money: Learn about deposit times for customer payments.

 

I'll be around whenever you have questions about processing payments.

Adrian_A
Moderator

Zelle payment Reports

Good day, Disciplinedmoney.

 

You can run the Invoices and Received Payments report. I'll walk you through the steps.

 

Here's how:

 

  1. Click the Reports tab.
  2. Enter and select Invoices and Received Payments.
  3. Click the Customize button.
  4. Modify the Rows/ColumnsFilter, and Header/Footer fields.
  5. Click Run report.

 

Also, if you use QuickBooks Payments to process customer payments, you can check this article on when QuickBooks deposits the money: Learn about deposit times for customer payments.

 

I'll be around whenever you have questions about processing payments.

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