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March 13, 2024
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Good morning. Using QuickBooks Online. How would I go about getting a report of credit card payments from our customers? Merchant site does not go back far enough.

  • March 13, 2024
  • 1 reply
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Best answer by SheandL

We can pull up the Transaction List by Customer report, @eemahaffey.

 

This report displays all the transactions of income and expenses by customer. I can walk you through the steps on how we can personalize this. 

 

  1. Go to Reports. 
  2. Find the Sales and customers section, then select Transaction List by Customer. Also, you can search this report in the search field provided. 
  3. Click the Switch to classic view
  4. From there on, select Customize.
  5. On the Customize report window, edit the Report period.
  6. Once done, click the Filter dropdown.
  7. Tick the Transaction type, then select Credit Card Payment in the dropdown. 
  8. After that, click Run report.

 

Additionally, if you want to remember how you personalize your reports in QuickBooks Online, you can refer to this article for guidance: Memorize reports in QuickBooks Online.

 

Feel free to reply to this post if you need a helping hand in managing your reports. I'm all ears if you have one.

1 reply

SheandLAnswer
March 13, 2024

We can pull up the Transaction List by Customer report, @eemahaffey.

 

This report displays all the transactions of income and expenses by customer. I can walk you through the steps on how we can personalize this. 

 

  1. Go to Reports. 
  2. Find the Sales and customers section, then select Transaction List by Customer. Also, you can search this report in the search field provided. 
  3. Click the Switch to classic view
  4. From there on, select Customize.
  5. On the Customize report window, edit the Report period.
  6. Once done, click the Filter dropdown.
  7. Tick the Transaction type, then select Credit Card Payment in the dropdown. 
  8. After that, click Run report.

 

Additionally, if you want to remember how you personalize your reports in QuickBooks Online, you can refer to this article for guidance: Memorize reports in QuickBooks Online.

 

Feel free to reply to this post if you need a helping hand in managing your reports. I'm all ears if you have one.