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D
dipak.jani@yahoo
December 25, 2023
Question

We received payments from the customers We want to produce the report listing which invoices were credited against the payment received.It can help to resolve

  • December 25, 2023
  • 1 reply
  • 0 views
This is very critical part of customer relation to keep customer happy that these invoice are paid with the payment Date and amount.

1 reply

R
ReymondO
December 25, 2023

Hello Dipak,

 

Thank you for reaching out to the QuickBooks Community page.

 

I'm happy to provide you with the steps to generate a report that can help you review the payments you've received along with the associated invoices. You can achieve this by running the Invoices and Received Payments report and customising its filters to suit your needs. Here's how:

 

  1. Go to Reports and open the Invoices and Received Payments report.
  2. Filter its date, then customise its filter to easily get the data that you need.
  3. Click Run report.

 

If you want to save your current customised settings, you can memorise your reports in QuickBooks. 

 

Should you have any further questions regarding running reports in QuickBooks Online (QBO), feel free to ask in this thread, and I'll be more than happy to assist you. Have a great day!

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