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K
katydu2
October 1, 2024
Question

Invoice and Received Payments

  • October 1, 2024
  • 1 reply
  • 0 views

Hi,

I processed my first sales receipt for a payment received from a customer.  It seemed to have worked perfectly, receipt looks good and the cash hit my checking account.  However, when I run an Invoice and Received Payments report for the period, only invoices show.  The cash receipt is not there.  How do I see a complete report of payments received?

Thanks.

1 reply

M
Maybelle_S
October 1, 2024

Thank you for reaching out, Katy. I’m glad your first sales receipt was processed smoothly. Let me explain why sales receipts don’t appear in the report.

 

In QuickBooks Online (QBO), the Invoice and Received Payments report focuses on invoices and their payments. To see a complete report of all payments received, including sales receipts, we can run the Sales by Customer Summary or Transaction List by Customer Reports. These will provide a more comprehensive view of all cash transactions.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Sales by Customer Summary or Transaction List by Customer.
  3. Set the Report period.
  4. Click the Customize button.
  5. Filter the necessary information.
  6. Hit Run report.

 

To save its current customization settings, I recommend memorizing this report.

 

Also, I encourage you to reconcile your checking account in QBO regularly (every month) to monitor your income transactions. You may want to check out this article as your reference in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

Let me know if you need more help managing payments and customer transactions in QBO. I want to ensure everything is taken care of for you.

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