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lucydev
Jan 26, 2024 8:08 PM UTC
Question

customer report by invoice with payment activity grouped to each invoice

I need to create a report that shows the following By Customer

invoice  in#   Date   Total

      individual payments/credit memo's etc listed for invoice A

 

invoice B   Date   Total

      individual payments/credit memo's etc listed for invoice B

3 replies

Trish_T
Jan 26, 2024 9:05 PM UTC

Hello lucydev,

 

Welcome to Community!  QuickBooks Online provides the Transaction List by  Customer report, that can be customized, so you'll see what matters most.  

 

Follow these steps to locate the report;

 

1. Open Reports from the left menu

2. In the Search field type and enter Transaction List by  Customer

3. Click on Switch to Classic View

4. Select Customize

5. Choose your Columns/Rows

6. Open Filter and select your preferences

7. Hit Run report.

 

Feel free to reach back out with other questions.  We would be happy to help!

lucydevAuthor
Jan 26, 2024 10:00 PM UTC

this still does not lay out correctly.  

I need invoice listed

        then below ALL payment/credit activity to that invoice

next invoice B

        all payment/credit activity to that invoice.

Trish_T
Jan 26, 2024 10:26 PM UTC

Hi lucydev,

 

Here's another option;

 

1. From the left menu, open Sales then Customers

2. Select the Customer 

3. Open the Transaction list

4. Use the ▼ dropdown menu to select the Type, Status and Date range

 

If you would like to see other options, click on Feedback and submit a suggestion to the QuickBooks Development Team.  Recommendations are appreciated, in assisting with improving your overall customer experience with QuickBooks Online.

 

If you have additional questions or concerns, please don't hesitate to get back to us.  We're here to help!

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