Welcome to the Community, @kspachek.
Let me help you find the report you need in QuickBooks Desktop.
You can pull up a Customer Balance Detail report. It lets you view what payments and invoices make up each customer's current balance. Thus, utilizing the Filters feature allows you to see the invoices paid for a customer's Date range and Class.
Here's how:
- Go to the Reports menu.
- Click Customers and Receivables, then choose Customer Balance Detail report.
- From there, modify the report Date.
- Go to Customize report.
- On the Filters tab, select Class.
- You can also apply other filters according to your data needs.
- Hit OK to save the changes.
To find out more about the different reports that cater to your business needs, check out these handy articles:
On top of that, you do not have to go through the customization process again in the future if you want the same settings of the customized report following the process in this reference: Create, access, and modify memorized reports.
I'll back you up if you need more assistance modifying your reports in QBDT. Keep safe, and have a great day ahead.
