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Paulwilson
July 28, 2020
Question

Show Credits on Received Payment Printout

  • July 28, 2020
  • 1 reply
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How can I get a report that shows both the invoices and the credits applied on a Received Payment. Right now It only shows the Invoices received and obviously the Total Does not match what is in the bank. How am I supposed to verify my entry if it does not print out properly?

1 reply

S
ShiellaGraceA
July 28, 2020

You've come to the right place, @Paulwilson.

 

I know a report that you can use to view the credit applied to your invoices. You can use the transaction list by customer report, here's how.

 

  1. Go to Report.
  2. Enter "Transaction List" in the Find report by name field.
  3. Make sure to change the Report period drop-down (see image below).
  4. Click Run report.

With these steps, you're able to see the credit that links to your paid invoices. You can learn more about customizing reports at this link here: Customise reports in QuickBooks Online.

 

We also have a guide on reports included in your subscription that I'm sure you'll find helpful. It has lists of available reports that'll give you the snapshots of different areas of your business.

 

You can always swing by anytime if you need help with anything else. Don't hesitate to comment below. Thanks for posting and I wish you have great day.

 

 

 

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