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January 31, 2024
Question

how to access how much a customer paid us in the year 2023

  • January 31, 2024
  • 1 reply
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how to access how much a customer paid us in the year 2023

1 reply

MariaSoledadG
January 31, 2024

I'll help you determine how much a customer paid you last year, Woodhome5.

 

QuickBooks provides a variety of reports that will tell you the different aspects of your business. You'll run the Transaction List by Customer report and customize it to show the right data you need. To do so, follow the steps outlined below:

 

  1. Go to the Reports tab, then search for the report.
  2. Under the Report period, choose Last Year to show the information on 2023.
  3. Click Customize in the upper-right corner, and then click the Change columns hyperlink.
  4. Tick the A/R Paid and Open Balance box to show on the report.
  5. Click Run report.

 

To give more information on how you can filter specific information so you'll only get the correct data that you need, consider checking out this article for future reference: Customize Reports In QuickBooks Online.

 

If there's anything else that you need help with your customer payments, feel free to reply below so we can get back to you. We're always right to assist you further. Have a great day ahead of you!