Report that generate receivable amount of sales

josette-mouawad- · ‎December 09, 2022

How can I know the amount of money entered into the company after the sale invoice is paid: total amount received per month from sales.

There is a report showing invoice and below the payment. but its time consuming to amend it and its confusing.

Noting that generated sales invoices in a given period may not be paid directly thus we need different report for total sales and for amount received from sales invoice.

Is there a way to generate all payment made in a given period??

Kevin_C · ‎December 09, 2022

Yes, there is, @Josette.

I'm here to provide some steps to ensure you can generate all payments received in a specific period in QuickBooks Online (QBO).

To answer your query, we can pull up the Transaction Detail by Account report and customise it to show the payments received in a specific period. Here's how:

Go to the Reports menu.
In the search field, you can enter and click on Transaction Detail by Account.
Select the date range from the Report period.
In the upper-right corner, click Customise button.
Select the Change columns link, then place a checkmark next to the column you want to include.
Scroll down, then click the Filter drop-down.
From the Transaction Type drop-down, place a checkmark next to Payment.
Click Run report.

Additionally, you can focus on the details that matter the most to you when you pull up reports in QBO. If you wish to know more about this process, I'd recommend checking out this article: Customise reports in QuickBooks Online.

Keep me posted if you still have questions or concerns about managing your payment reports in QBO. I'll be here to lend a helping hand. Have a great day ahead!