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Tiffiny Taylor Krugh
Tiffiny Taylor Krugh
March 2, 2024
Question

Product/Service QuickReport - A/R Paid not Showing

  • March 2, 2024
  • 1 reply
  • 0 views

I am running a "Product/Service QuickReport". I see the invoices with the service included, however, I only want the paid invoices to be reflected. I used the filter & checked "A/R Paid" & selected "Paid" from the dropdown list. Now no invoices are shown even though they were paid. Note, invoices & payments were made & received in the same month of the report date.

1 reply

R
RoseJillB
March 2, 2024

I’ve got you covered, Tiffiny. I can help you get the data you want from the report in QuickBooks Online (QBO).

 

When pulling up a QuickReport, all transactions that were posted to the account will be visible. You were also taking the right steps in adding filters specific to paid invoices. However, let’s make sure to filter the correct dates to where the transaction got paid to see them on the report. 

 

Since you already know how to filter the result specific to the paid invoices, let’s check your Report Period and select the appropriate dates. Then, hit the Run Report button.

 

If the issue persists, we can perform troubleshooting steps to rectify the following data posted on the report. This usually happens when there’s too much cache in the browser. Let's start by accessing the QuickBooks account using a private browser. The following are the shortcut keys you can use:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

After that, log back into your company file and pull up the report. Once done, let’s give your browser a fresh start by clearing the cache or cookies to prevent this from happening again. If not, using one of the supported browsers can also be a smart choice.

 

On the other hand, you can also pull up the Invoices and Received Payments Report and customize it to see invoices that were paid. Moreover, you can save its previous customization to prevent you from personalizing them again. You can refer to this article for guidelines: Memorize reports in QuickBooks Online.

 

Please don't hesitate to reach out if you have any further queries or doubts regarding your reports. I'm here to assist you round the clock with any assistance you may require. 

Tiffiny Taylor Krugh
Tiffiny Taylor KrughAuthor
March 4, 2024

Thank you. I opened QB in a private browser, used "All Dates" I see no change. The invoice I issued a payment against is reflected. However, when use the A/R Paid option, the invoice disappears.

I cannot run a Invoices and Received Payments Report because I want the report to reflect only one specific service & that report cannot be filtered that way.

If someone can try to generate this same report I tell em if your results are correct I would appreciate it.

K
KayePe
March 4, 2024

Thanks for coming back here in the thread, Tiffiny. We appreciate you for updating us with your concern. Let me route you to the support that can help you further with this.

 

We're glad you followed my colleague's suggestion above. It seems that it didn't work well on your end. However, we understand that you have encountered some issues while attempting to implement the suggestion. In this scenario, we recommend that you get in touch with our support team for further assistance. Our support team has the necessary tools and expertise to help you achieve your goals inside QuickBooks Online (QBO). Here's how to reach them:

 

  1. In your QuickBooks, click Help (?).
  2. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

Moreover, visit this article as a guide with additional learning for running a report inside QBO: Run reports in QuickBooks Online.

 

If you have any further queries regarding accessing a report through QBO, please don't hesitate to let us know. We're more than happy to help. Have a great one!

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