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40Carrots
Sep 1, 2020 4:45 PM UTC
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I would like to run a collections or A/R report showing a customers preferred payment method. Any ideas how to do this?

Original commenter did not share additional details
Candice C
Candice CAnswer
Sep 1, 2020 8:41 PM UTC

Good Evening, @40Carrots. 

 

Thanks for reaching back out to the Community. At this time, there isn't a way to show the preferred payment method for a customer on an Accounts Receivable or Collections report. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases for QuickBooks Online. 

 

Here's an article that can provide some additional information about customizing reports in QuickBooks Online. 

 

If you have any other questions or concerns, don't hesitate to ask. Have a great day!

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7 replies

Rejeil_O
Rejeil_O
Sep 1, 2020 6:33 PM UTC

Hello there, @40Carrots.

 

Let me step in and assist you on how to pull up the report.

 

You may use the Transaction List by Customer report to show the preferred payment method from your customer. You can follow these steps on how to pull up the report.

 

  1. Go to the Reports tab.
  2. In the search field, enter Transaction List by Customer.
  3. Filter the date range.
  4. Click the Gear icon from the top of the report.
  5. Select the Show More drop-down.
  6. Put a checkmark in the Payment method box.
  7. Click the Run report to refresh the statement.

 

I also added an article to learn more about the report:

 

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be around here in the Community to help. Take care, and have a great day.

 

40CarrotsAuthor
Sep 1, 2020 6:59 PM UTC

Thank you.  However this only shows the payment method by payments received.  I have added preferred payment type into each customer and when running an accounts receivable or collections report I would like to see it by the preferred payment so I know which are ACH, which prefer to pay with a credit card etc.  

I only seem to be able to add payment method on lists or transactions and not on balance due. 

Candice C
Candice CAnswer
Sep 1, 2020 8:41 PM UTC

Good Evening, @40Carrots. 

 

Thanks for reaching back out to the Community. At this time, there isn't a way to show the preferred payment method for a customer on an Accounts Receivable or Collections report. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases for QuickBooks Online. 

 

Here's an article that can provide some additional information about customizing reports in QuickBooks Online. 

 

If you have any other questions or concerns, don't hesitate to ask. Have a great day!

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