How can I see payments that were received but left as credit memos without being applied to invoices?

Hello davidmatyas,

I can appreciate how the kind of report you describe to be able to see payments that have been received but not applied would be useful to your business. I know there are various reasons businesses post transactions as they do, and being able to track that is ideal. I'll help with this.

QuickBooks Desktop doesn't currently have a report to show payments that haven't been applied to invoices, but there are a few reports you can consider and use customization to help you see what you need. I recommend looking at the Transaction List By reports; there's a Transactions List by Customer and a Transaction List by Date that you could consider here. Using the filtering options through the Customize Report button, you'll be able to choose the Transaction Type you want to see and can select Payment. Here's an article that can help with this process: Customize reports in QuickBooks Desktop

Keep in mind that this won't show you exclusively payments that haven't been applied, so it may take some more filtering or digging to learn which those are. You can even consider exporting the report to excel to be able to manipulate the data even further. Here's another article to guide you: Export reports as Excel workbooks in QuickBooks Desktop

The kind of report you've mentioned is a great idea, and I recommend you share feedback with our product developers. It's as simple as going to the Help menu in QuickBooks Desktop and choosing Send Feedback Online. This helps our team know what features users are looking for in QuickBooks Desktop.

Wishing you the best with this!