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February 8, 2022
Question

Can I print a report with customer paying by credit card?

  • February 8, 2022
  • 1 reply
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1 reply

February 8, 2022

Yes, you can, deann3. It's my priority to ensure you're able to print the correct report. I'll help you with that.

 

Let's run and customize the Transaction List by Customer report in QuickBooks Online. This helps you view your credit card-based sales transactions. I'll show you how:

 

  1. Go to the Reports menu.
  2. Type in Transaction List by Customer in the search bar, then click to open.
  3. Select Customize.
  4. Enter the correct report period.
  5. On the Rows/Columns section, click Change columns.
  6. Place a checkmark beside Payment Method.
  7. Go to the Filter section.
  8. On the Payment Method, select credit card.
  9. Click on Run report.
  10. Once done, click the Print icon.

 

For more tips about personalizing reports, please see this article: Customize Reports in QuickBooks Online.

 

Additionally, I've included an article that'll help you save the report with its current customized settings. This helps you easily access the data from time to time: Memorize Reports in QuickBooks Online.

 

I'm only a post away if you need more help in completing your other tasks in QuickBooks, deann3. It's always my pleasure to help you out again.