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Jan 13, 2021 6:43 AM UTC
Question

We are not able to get payment method in sales by customer detail report. Kindly help us is there any settings

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1 reply

Jan 13, 2021 9:45 AM UTC

Not to worry, arrow4. I'm here to help you get the payment method on the report.

 

We need to customise the report to get the information we need. Please follow the steps below:

 

  1. Go to the Reports tab.
  2. Enter the Sales by Customer Detail in the Find report by name.
  3. Click on the Customise button.
  4. Select the Change columns hyperlink.
  5. Scroll down and tick the Payment Method box.
  6. Click on Run report.

The steps should help you show the payment method column on the report.

 

To learn more details about customising reports, please check this article: Customise reports in QuickBooks Online.

 

Please let me know if you have any additional questions concerning reports. I'll be sure to get back to you.