ReymondO
Moderator

Manage Customers and income

Thanks for joining the thread, @dannaFlorius.

 

I'll share another workaround to help view your invoice & payment dates in QuickBooks Online (QBO). 

 

You can run the Transaction List by Customer to view your invoice and payment transactions. Let me show you how:

 

  1. Go to Reports.
  2. Search for the Transaction List by Customer report.
  3. Click Customise.
  4. Under Report period, select the date based on the entry you wanted to review.
  5. Click Run report.

Moreover, you can filter your reports to show specific accounts or customers, or format the layout so the right data shows up in the right place. Here's how to customise reports and focus on the details that matter the most to you. 

 

Please feel free to contact me if you need further assistance. I'm just here to lend a hand.