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January 24, 2024
Question

Hey there!Parents at my Center are asking about what they paid for the year? I am not sure where to find? Can someone reach me at [removed]

  • January 24, 2024
  • 1 reply
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1 reply

January 24, 2024

Welcome to the Community, @sunnydaysccc-att.

 

We can show what the parents at your center paid for the year by generating a Transaction List by Customer Report. Allow me to guide you through the process.

 

Here's how:

  1. Go to Reports, located on the left panel.
  2. Search for the Transaction List by Customer Report.
  3. Switch to Classic view.
  4. Click Customize.
  5. Modify the Date through the General drop-down.
  6. Under the Filter drop-down, change the Transaction type to Payments and select your specific Customers.
  7. You can also choose what you want to show in your reports by editing the Rows/Columns and Header/Footer
  8. Hit Run report.

Additionally, you can check out this article to further personalize your reports: Customize reports in QuickBooks Online. 

 

Moreover, you can memorize this report to save its current customization settings for future use. 

 

Please feel free to reach out to us if you have any further questions regarding generating a report or any QuickBooks-related concerns. It is always our pleasure to assist you. Stay safe.