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Want2no
February 15, 2023
Question

I am trying to get a report on payment types from my customers.

  • February 15, 2023
  • 1 reply
  • 0 views

When I run an invoice and payments received report, I have many payment methods that are blank, some are ACH, others are CCs and QBO payments. How do some payments have payment methods and some are blank?(ACHs = some come thru showing ACH, others are blank on the same customer??) I need to know how to record the payments in order the report is consistently showing the method.

1 reply

R
Rasa-LilaM
February 15, 2023

Hello there, Want2no.

 

Let's go over some basic troubleshooting steps to show all the payment methods on your report. 

 

Before we start, allow me to share some information on how QuickBooks Online (QBO) builds reports. The data shown on your statements are based on the transactions generated in the online program. 

 

When you receive payments, make sure to input the payment type in the Payment method field. Let's go to the Receive Payment screen to check if you've entered the correct payment type. 

 

If everything looks fine, let's log in to your account in incognito mode, which does not save browsing history and runs much faster. From there, run the Invoices and Received Payments reports. Follow these steps to bring up a private window:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If this works, we'll have to clear the cache of your regular browser to optimize its overall performance. Otherwise, utilize a supported browser to determine if the one you're using is the issue. 

 

For additional resources, you can go over the following reference to learn more about the report features and specific statements to get the information you need: Run reports in QuickBooks Online. It includes instructions on how to set up the general report preferences, and export one, to name a few.

 

In addition, feel free to visit the Community page to gain access to our tools and resources to help you complete your accounting tasks. There. you'll find topics and answers that tackle payroll, taxes, banking, inventory, and other accounting-related activities. 

 

Reach out to me again if you have other QuickBooks concerns or questions about the different reports in the program. I'm always ready to lend a helping hand. 

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