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ben8
February 21, 2019
Solved

How do I get a report of all customer payments received in a given time period?

  • February 21, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by Mark_R

Welcome to the Community, @ben8!

 

You can pull the Income and Received Payments report and see the customer payments from there. And I'd be happy to assist you with this.

 

Here's how to pull up the report:

 

  1. From the left panel, click Reports.
  2. Search for Income and Received Payment.
  3. Under Report period, click the All Dates drop-down and choose Custom.
  4. Change the date range of your reporting needs.
  5. Click Run report.

Also, you can read this article for your future reference: How to Customize Reports.

 

Don't hesitate to leave a comment below if you have any other questions. Have a blissful day!

2 replies

M
Mark_RAnswer
February 21, 2019

Welcome to the Community, @ben8!

 

You can pull the Income and Received Payments report and see the customer payments from there. And I'd be happy to assist you with this.

 

Here's how to pull up the report:

 

  1. From the left panel, click Reports.
  2. Search for Income and Received Payment.
  3. Under Report period, click the All Dates drop-down and choose Custom.
  4. Change the date range of your reporting needs.
  5. Click Run report.

Also, you can read this article for your future reference: How to Customize Reports.

 

Don't hesitate to leave a comment below if you have any other questions. Have a blissful day!

    B
    ben8Author
    February 25, 2019

    Thank you, I would only note that in the version  of QB I am using it's "Invoices and Received Payments"

    L
    LarsInTigard
    January 5, 2025

    This has not helped as I do not see any either of the reports suggested in the available list.

    LL

    Searching for them result in nothing.

     

     

    J
    Jeff_S
    January 13, 2025

    I would like to clarify what product you're using, whether QuickBooks Online (QBO) or QuickBooks Desktop (QBDT), and what report you want to generate, @Moclips.
     
    If you are using QBDT, this feature is not available. However, if you are using QBO, you can access invoices and reports on received payments. But please note that these features are not available in the Solopreneur or ROW versions.
     

    Alternatively, you can view your Invoices and Received Payments by navigating through the Transaction List sorted by Date or Transaction List by Customer. Be sure to utilize the Payment method filter to enhance the efficiency of your search.


    Also if you are using QBO, then you can maximize the efficiency of your financial processes by collaborating with our     QuickBooks Live Expert Assisted team. They're veterans in the field, known for smoothing out financial operations and offering insights tailored to your business. One-click connects you to a more prosperous financial path.

    Furthermore, the reporting capabilities in QBO provide valuable tools for managing your business effectively and efficiently.

     

    Additionally, this article will guide you on how to customize financial reports in QBO to meet your specific needs.

     

    If you have any additional questions or need further assistance regarding report generation in QBO, feel free to reach out. I'm here to help you make the most of your QuickBooks experience!

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