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bigcpa
September 20, 2019
Question

Can you create a report that shows all invoices and payments for a customer - not just outstanding balance activity?

  • September 20, 2019
  • 2 replies
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Original commenter did not share additional details

    2 replies

    AddieC
    AddieC
    September 20, 2019

    Hi there, 

     

    Thanks for reaching out to us here in the Community. I'll help shed some light on the reports available to you in QuickBooks Online.

     

    It sounds like you're currently looking at the Customer Balance Summary Report. This is a great way to see outstanding balances for each of your clients. 

     

    I know how important it is to stay in-the-loop with all your customer's transactions and payments. Try running the Sales by Customer Detail Report. This report will show you your sales grouped by customer, including the date, type of transaction, amount, and total. 


    To find this report, click Reports on the left navigation menu, and search for Sales by Customer in the search bar. 

     

    I hope this helps you get back on track. Let me know if you have any questions. 

     

    Have a great day.

    B
    bigcpaAuthor
    September 20, 2019

    Thanks but this report only shows me invoices.   I would like a report that they have in quickbooks desktop that shows every invoice entered and every payment made for a customer.

     

    Please let me know if this is possible in QB online.

    AddieC
    AddieC
    September 20, 2019

    I see what you're saying. Thanks for giving me a bit of additional information to go off of. 

     

    Your best bet is to look at the Invoices and Received Payments Report. If you're looking to filter through these invoices and payments for each customer individually, you can create an additional column to specify the customer by clicking the small gear icon above the report title > Show More > check off the box next to Customer. Then click off the customizing options box and you'll see your new customer column appearing there. 

     

    I hope this is better suited to your needs. If that's still not quite what you're looking for, please feel free to reach back out and we'll go from there. 

     

    Cheers!

    A
    AFM-Acctg
    July 28, 2021

    This doesn't show everything but you can create a report for each payment. 

    1. Open the payment

    2. Click REPORTS tab

    3. Click Transaction History

    4. Print (can't be exported to excel, but Adobe can convert)

     

    This report shows all invoices paid with that payment. Closest report I've found that shows how payments were applied. Hope it helps someone. FYI I use QB desktop.

     

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