Can we generate reports based on customers? How much payments received for a customer for a particular month?

We can customize the Sales by Customer Detail report, accounts598. Let me guide you how.

You can generate sales reports by customer by filtering them by date range. This feature allows you to see the payments received for a specific month. Additionally, you can choose the cash accounting method to display only the transactions that have been paid. This will give you a clear and accurate overview of payments received for each customer.

If you're in the modern view, please follow this step:

1. Go to Reports and search Sales by Report Detail.
2. Click the Columns.
   
3. Check the columns you want to include.
4. Select Custom dates in the Report period and set the date.
   
5. Choose Cash as Accounting method.
6. Click Save As to save the customize report.
   
7. Enter Report name then click Save.

If you're in classic view, please follow this step:

1. Go to Reports and search Sales by Report Detail.
2. Click the Customise button.
   
    
3. Set the Report Period date.
   
4. Select Cash in Accounting method.
5. Click Change columns.
   
6. Check the columns you want to include.
7. Click Run report.
8. Hit the Save customisation button.
9. Enter Report name then click Save.

You can enhance your business information, filter to display specific accounts or customers, and format the layout to ensure the right data appears in the right place. For more details, please refer to this article: Customise reports in QuickBooks Online.

Additionally, you have the option to export your reports to Excel for use beyond QuickBooks. For more details, please check out this article: Export Your Reports to Excel from QuickBooks Online.

You can effectively generate and customize sales reports to gain valuable insights into your payments received from customers. If you have any questions or need further assistance, feel free to drop a comment. We're here to help.