I need your assistance as I'm trying to extract a report from the system that includes a merchandise payment and all its corresponding invoices that have been processed?

Welcome to the Community, @auditoria

Let me guide you on how to generate a report in QuickBooks Online that includes a merchandise payment and all its corresponding invoices.

Here's how:

1. Click on the Reports tab.
2. Search Transaction Detail by Account.
3. Select Switch to classic view
4. Pick your desired Report period, and click on Customise
5. Click on Filter.
6. Locate Credit Card Payment
7. Click on Run Report.
8. At the top of the report, select the Export icon. Then select Export to Excel.
9. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

Furthermore, here are some articles you can use to keep track of and manage your reports:

• Memorize reports in QuickBooks Online
• Customize reports in QuickBooks Online.
• Common custom reports in QuickBooks Online.

If there are any additional questions about handling your reports in QuickBooks Online, I'm just a post away. Have a lovely day!

Thank you very much for your response and promptness. What I need is to extract from the system a report that contains a customer's payment to my company for merchandise, along with all its corresponding invoices (for example, I received $1,000.00 from customer A, covering payments for Invoices 1, 2, 3, and 4). Similarly, I need to include payments made by my company that correspond to multiple bills (for instance, I paid $2,000.00 to company B, covering invoices B1, B2, and B3). The closest I've come is by printing the payment report, but it doesn't include the invoice descriptions, only the issuance date.

I can help you pull- up a report, auditoria.

In QuickBooks Online (QBO), you can generate an Invoices and Received Payments report to review payments made against it, including dates, amounts, and transaction details.

Here's how:

1. Go to the Reports menu.
2. In the search bar, type Invoices and Received Payments.
3. Choose the Report period from the drop-down arrow.
4. Click the Customise button.
5. Filter the transactions you want to run.
6. Hit Run report.

Additionally, I encourage reading these articles to ensure that you'll get the most out of your QuickBooks reporting experience:

• Customise reports
• Popular custom reports

Feel free to return to this thread with any additional questions by commenting below, and I'll be happy to assist you further.

Hi, Thank for try to help me, but i don't have this report "Invoices and Received Payments" You can see the attach my search bar. Could you help me to have it?

Thank you for bringing this up, Rodrigo. Let me share relevant information about the Invoices and Received Payments report in QuickBooks Online for International versions.

Please know that the report you wish to view is inaccessible due to limitations within our product capabilities. However, I can provide a workaround so you can still review all your sales. You can run a Sales by Customer report and export the data to an Excel file. Once exported, modify them by summing up the overall total sales.

Furthermore, your feedback is advantageous in helping us improve our product. For now, I suggest submitting your suggestion to our product developer. We are constantly working on updates and improvements to enhance the functionality and user experience of QuickBooks Online.

If you are willing to submit your suggestion, check out the steps below:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Share your suggestion, then click Next.

You'll want to track your suggestions through this website. You can also visit our blog to keep up with our recent events and developments.

If you have other questions about managing reports, add them below. Please don't hesitate to reach out if you have suggestions or concerns. Your satisfaction is our top priority.

Would like to know if all plans have access to the Received Payments report date in QuickBooks Online (QBO)?

If not all plans, from which plan onwards can I access this report?

Would like to know if all plans have access to the Invoices and received payments report date in QuickBooks Online (QBO)?

If not all plans, from which plan onwards can I access this report?

Thanks for chiming in, auditoria. 

All QuickBooks Online (QBO) plans in the US region can gain access to the Invoices and Received Payments report. However, since you're using the international version this report is unavailable.

You can visit this article to learn more about what reports are available in your QBO version: Reports included in your QuickBooks Online subscription.

Moreover, you can follow the suggestion and steps provided by @ChristineJoieR about running the Sales by Customer report and sending feedback. This way, you can export it to Excel and customize it by adding the total sales. Also, by sending a product suggestion, they may consider adding this in the later updates.

Additionally, if you want to know more about personalizing your reports in QBO, you can refer to this article for guidance: Customise reports in QuickBooks Online.

Please don't hesitate to reply to this post if you have further questions about accessing the invoices and received payments report in QBO. I'm more than willing to assist you.