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December 6, 2023
Question

Daily report with payment method

  • December 6, 2023
  • 1 reply
  • 0 views

In Quickbooks Desktop, is there a report that shows payment method by transaction or a summary?

1 reply

December 6, 2023

Thanks for reaching out to the Community, radioactiveaudio.

 

You can use your sales reports to see data of transaction records. A couple samples which are available are the Sales by Customer Detail and Sales by Customer Summary reports.

 

You can also customize reports and add custom name/item fields if necessary

 

If there's a report that you'd like to customize further than QuickBooks enables, you can export a copy which can be customized more in Excel.

 

Here's how:
 

  1. In the top menu bar, go to Reports, then Report Center.
  2. Find and double-click on a report.
  3. Use your Excel ▼ drop-down list, then choose Create New Worksheet or Update Existing Worksheet.
  4. In the event you see a message saying your report has too many columns, click Advanced and uncheck the Space between columns checkbox.
  5. Select OK, then OK.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Wednesday!