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C
Centhan
November 15, 2020
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Report showing invoices paid w/invoice number

  • November 15, 2020
  • 1 reply
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I don't know why I am having trouble with this, but I just can't find the right solution in the forums (for Quickbooks Online)

I simply want to show which invoices were PAID in a certain date range, with the invoice numbers showing.

I'm pretty sure it's some kind of Transaction report, but can't seem to customize one the way I'd like.

So if multiple customers paid invoices in October, I just want to have a report showing the Date of Payment, Customer, Invoice Number, and Amount for the month of October.  Sounds simple right?

 

Example:

Date            Company          Invoice        Paid Amount

10/1/2020  XYZ, Inc            2456           $100

10/5/2020  DEF, Inc            2464           $50

10/7/2020  ABC, Inc           2478           $200

 

Anyone with any suggestions?

Best answer by mazar

Hello,

 

I recommend starting with the "Invoices and Received Payments Report". See if you can customize that to the format you want.

 

(screenshot attached)

1 reply

M
mazarAnswer
November 15, 2020

Hello,

 

I recommend starting with the "Invoices and Received Payments Report". See if you can customize that to the format you want.

 

(screenshot attached)

C
CenthanAuthor
November 15, 2020

Thanks!  Yes, that's very close to what I need.  I don't know how I missed that report.

However, I only wish it gave the option to sort by date.  Even when exporting to Excel, I can't sort by date because it groups them by company name.

At least this this contains the very information I need.  Thanks for pointing out this report to me.

 

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