Solved

Setting up new reports

Hi how do I run a report for payments received only? 1st time user, thank you in advance for any advice.

Best answer by kentglasssolutions

Hi,

Thank you, that's great, hope it works :smileyhappy:

Regards, Sharon

With the help of these steps, you can run a report for payments received only and you'll be a QuickBooks master in no time, @kentglasssolutions.

Go to the Reports menu.
Select Customer and Receivables and choose Transaction list by Customer.
Click the Customize button.
Modify the reporting period.
Go to the Filter tab
Search for "TransactionType," then click it.
From the Transaction Type drop-down list, select Payment.
Click OK.

You can also export them to Excel to help give you the flexibility to use them. For the complete list of available reports for your QuickBooks Online version, check out this article: Reports included in your QuickBooks Desktop subscription.

Please let me know if I can be of any further help. I am always glad to help in any way I can. Have a wonderful day.

Hi,

Thank you, that's great, hope it works :smileyhappy:

Regards, Sharon

Sign up