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A
auditoria-northl
March 13, 2024
Question

I need your assistance as I'm trying to extract a report from the system that includes a merchandise payment and all its corresponding invoices that have been processed?

  • March 13, 2024
  • 1 reply
  • 0 views
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1 reply

S
Shania_C
March 13, 2024

Welcome to the Community, @auditoria

 

Let me guide you on how to generate a report in QuickBooks Online that includes a merchandise payment and all its corresponding invoices.

 

Here's how:

 

  1. Click on the Reports tab.
  2. Search Transaction Detail by Account.
  3. Select Switch to classic view
  4. Pick your desired Report period, and click on Customise
  5. Click on Filter.
  6. Locate Credit Card Payment
  7. Click on Run Report.
  8. At the top of the report, select the Export icon. Then select Export to Excel.
  9. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

Furthermore, here are some articles you can use to keep track of and manage your reports:

 

 

If there are any additional questions about handling your reports in QuickBooks Online, I'm just a post away. Have a lovely day!

 

A
auditoria-northlAuthor
March 14, 2024

Thank you very much for your response and promptness. What I need is to extract from the system a report that contains a customer's payment to my company for merchandise, along with all its corresponding invoices (for example, I received $1,000.00 from customer A, covering payments for Invoices 1, 2, 3, and 4). Similarly, I need to include payments made by my company that correspond to multiple bills (for instance, I paid $2,000.00 to company B, covering invoices B1, B2, and B3). The closest I've come is by printing the payment report, but it doesn't include the invoice descriptions, only the issuance date.

M
Maybelle_S
March 14, 2024

I can help you pull- up a report, auditoria.

 

In QuickBooks Online (QBO), you can generate an Invoices and Received Payments report to review payments made against it, including dates, amounts, and transaction details.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Invoices and Received Payments.
  3. Choose the Report period from the drop-down arrow.
  4. Click the Customise button.
  5. Filter the transactions you want to run.
  6. Hit Run report.

 

Additionally, I encourage reading these articles to ensure that you'll get the most out of your QuickBooks reporting experience:

 

 

Feel free to return to this thread with any additional questions by commenting below, and I'll be happy to assist you further.


 

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