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August 24, 2021
Question

Hi! Is there a report that will tell me how I got paid? EX - what was paid in check vs. what was paid via credit card or other method?

  • August 24, 2021
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1 reply

Rubielyn_J
August 24, 2021

Certainly, @toni.vogt. We can run a Transaction List by Customer report to show how you were paid.

 

We'll just add a filter to reflect the Payment Method column in the statement. Let me show you how:

 

  1. Go to the Reports menu.
  2. In the Find report by name field, search for Transaction List by Customer.
  3. Select the date under the Report period.
  4. Click the small Gear Icon.
  5. Choose the Show more option.

  6. Put a checkmark beside the Payment Method selection.

 

If you'd like to personalize this report, you can click on Customize and expand the Filter section. For more information about the process, please check out this article: Customize reports in QuickBooks Online

 

In addition, let me also share this link to help you memorize a report if you want the same customized report settings to be available for future use.

 

You’re always welcome to post here anytime if you need help managing your reports in your QBO account. I’m more than happy to help you out again. Thanks and have a great day ahead.