Skip to main content
B
B Funk
May 15, 2024
Solved

Report to show last payment(s) received from customers

  • May 15, 2024
  • 1 reply
  • 0 views

Hello, I am looking for a report that will show the date of customers last payment only.  Thank you.  

Best answer by SarahannC

Thank you for returning to this thread and considering the recommendation shared by my colleague, B Funk. Allow me to step in and provide additional details on how you can see the last payment received from the customer.

 

Currently, there's no direct option to customize the report to generate the date for the last payment and the amount of the last payment. No worries, I've found an alternative way to accomplish this process.

 

You can run the Transaction List by Customer report. Then, customize it appropriately and export it to Excel. From there, you can manually remove any additional payments that you don't need. Here's how:

 

  1. Go to the Reports menu.
  2. In the search box, enter Transaction List by Customer.
  3. Click the Customize button.
  4. In the Rows/Columns section, tick the following: Customer, Transaction Type, Date and Amount.
  5. In the Filter section, do the following:
    Tick the Transaction Type box and choose Payment.
    Tick the Customer box and choose Select All or the appropriate customer name.
  6. Set correct dates.
  7. Hit the Run report to reflect the changes.
  8. Click the Export icon and select Export to Excel.

 

To manage QuickBooks reports, you can visit the links below:

 

 

If you require further assistance, you can always return to this thread for assistance. We'll be here to provide the help you need. 

1 reply

R
RoseJillB
May 15, 2024

I've got you covered, @B Funk. I'll share with you a report that will show the customer's last payments in QuickBooks Online (QBO).

 

Various reports in QuickBooks would give insights into your financial status and other transactions entered in the application. In your case, we can pull up the Invoice and Received Payments Report, which allows you to track payments received for specific invoices.

 

The payments are always arranged next to the invoice linked to them. Let's begin pulling up the report by following the steps below:

 

  1. Go to the Reports menu, and locate Invoice and Received Report.
  2. To narrow down the result specific to the last payment of the customer, let's change the Report period that will cover the last payment transaction you've recorded.
  3. Tap the Customize button to apply additional details.
  4. Drill down the Rows/Columns to apply the extra column. You can also filter particular customers you want in the report by drilling down the Filter dropdown.
  5. Lastly, hit the Run Report button.

 

You can also save its previous customization to avoid the need to personalize them again. Guidelines for this can be found in this article: Memorize reports in QuickBooks Online. 

 

Feel free to reply if you have any additional questions about your reports. The Community is available 24/7 to help you with any support you might need.

B
B FunkAuthor
May 15, 2024

Hello, thank you for your information but this did not do what Iam looking for.  I want to only see the last payment received from the customer.  Something like:

 

Customer Name       Date Last Payment       $$ of last payment

 

Not all the invoices that are paid per the payment.  

 

Thank you.  

S
SarahannCAnswer
May 15, 2024

Thank you for returning to this thread and considering the recommendation shared by my colleague, B Funk. Allow me to step in and provide additional details on how you can see the last payment received from the customer.

 

Currently, there's no direct option to customize the report to generate the date for the last payment and the amount of the last payment. No worries, I've found an alternative way to accomplish this process.

 

You can run the Transaction List by Customer report. Then, customize it appropriately and export it to Excel. From there, you can manually remove any additional payments that you don't need. Here's how:

 

  1. Go to the Reports menu.
  2. In the search box, enter Transaction List by Customer.
  3. Click the Customize button.
  4. In the Rows/Columns section, tick the following: Customer, Transaction Type, Date and Amount.
  5. In the Filter section, do the following:
    Tick the Transaction Type box and choose Payment.
    Tick the Customer box and choose Select All or the appropriate customer name.
  6. Set correct dates.
  7. Hit the Run report to reflect the changes.
  8. Click the Export icon and select Export to Excel.

 

To manage QuickBooks reports, you can visit the links below:

 

 

If you require further assistance, you can always return to this thread for assistance. We'll be here to provide the help you need. 

    Terms & ConditionsAccessibility statement