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April 5, 2021
Question

Hello. I want to run a report for those clients who paid us by credit card to QBO

  • April 5, 2021
  • 1 reply
  • 0 views
i need still help by a human

1 reply

JasroV
April 5, 2021

I’d be more than happy to guide you on how to access a report that shows the details you need, @jkaur-crumdalepa.

 

You can run the Sales by Customer Detail report and customize it to show which clients of yours paid you through credit card. Let me show you how.

 

  1. Go to the Reports menu.
  2. Type in Sales by Customer Detail report from the search tab.
  3. Click Customize.
  4. Select the Rows/Column drop-down menu and checkmark the Payment Method box.
  5. From the Filter drop-down menu, checkmark the Payment Method box and select Credit Card.
  6. Then click Run report to generate the customization. 

 

You can also refer to this article for more details in personalizing reports in your QuickBooks Online (QBO) account: Customize reports in QuickBooks Online.

 

It’s also a great idea to save the current settings of the report. This way, you won’t have to go through the customization process again when running the same data. To be guided, check out this resource for reference: Memorize reports in QuickBooks Online.

 

If you still wish to get in touch with our Support team, you’ll want to follow the steps outlined in this article for guidance: QuickBooks Online Support. Ensure to review their support hours to know when agents are available.

 

Keep me posted if you have other questions managing your reports or with anything else. It’s always my pleasure to help you. Have a great week!