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solarken
March 14, 2023
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Show payments received from certain customer or for a specific job

  • March 14, 2023
  • 1 reply
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I have not found a way to see all payments received by customer/job, or run a report to show this.  I use Quickbooks Desktop 2020, Contractor edition, and when I click on a customer or a customer:job in Customer center, there are no transactions listed, even though I have Deposits entered in checking account with Job Income associated with that customer:job.

Best answer by DivinaMercy_N

It's nice to see you here in the Community, @solarken. I want to ensure you'll be able to see all payments or deposits assigned to a customer/job in QuickBooks Desktop (QBDT).

 

In QBDT, you can only see certain transactions on the Customer Information page. Such as estimates, sales orders, invoices, statement charges, sales receipts, payments, credit memos, and refunds. That said, deposit entries won't be displayed. Refer to the screenshot below:

 

 

To help you with this, you can run a transaction detail report and filter it by customers/jobs. This will let you view all the payments, deposits, and other transactions assigned to a specific name. Here's how:

 

  1. Go to the Reports menu and select the Custom Reports section.
  2. Then, choose Transaction Detail.
  3. Select the Customize Report button and set the correct date range. 
  4. Next, click the Filters tab. From the Choose filter section, type Name and select All customers/jobs.
  5. You can also add additional filters and columns based on the data you need.
  6. Once done, select OK. 

 

I also added this helpful guide that you can use to help you manage customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

 

I'm just around the corner if you have any other concerns seeing all payments received by a customer/job in QuickBooks. Have a good one and stay safe. 

1 reply

K
Kurt_M
March 14, 2023

Hello, @solarken. I'll walk you through the process so you can review all the payments you've received from your customers in QuickBooks Desktop (QBDT).

 

You'll want to ensure that you applied the appropriate filters when viewing transactions that you've done with a specific customer. In QBDT, you can filter the date when the transaction happened or filter it by the type of transactions you've processed for that customer. I'll write down the steps below. To begin, here's how:

 

  1. Access your QuickBooks Desktop company.
  2. Go to the Customers menu.
  3. Select Customer Center.
  4. Choose the customer that you'd like to review the transactions.
  5. Below the Transactions tab, in the Show section, select All Transactions.
  6. In the Date section, choose All.

 

Also, another way to get around this is to run the Job Profitability Detail report. These are the steps:

 

  1. Access your QuickBooks Desktop company.
  2. Go to the Reports menu.
  3. Select Job Costing, and then click Job Profitability Detail.
  4. Filter the report to show transactions you've done for a specific customer.

 

Additionally, I've got you this handy article to help you modify your reports and add more details to it in QBDT: Customize reports in QuickBooks Desktop.

 

You can also check this page to help you keep your current report settings: Create, access and modify memorized reports.

 

Feel free to post here again if you need further assistance with this, @solarken. I'll make sure to get back to you as soon as possible. Stay safe, and have a nice day!

S
solarkenAuthor
March 14, 2023

Thanks for the reply.

 

The 6 steps that you describe to use in Customer Center do not work. That is the reason for my original post. No payments/deposits are listed for any of my customers. When I record purchases for COGS for a specific customer:job, I select the customer:job to associate with the purchase. Likewise, when I receive a check from a customer, I enter a deposit, I select the customer: job to associate with the payment/deposit.  I don't understand why the transactions don't appear under each customer.

I now see there is a Receive Payments menu item under Customers, but I dont use that, I just click on Record Deposits from the home screen. When I hover mouse on the Record Deposits icon, an pop-up displays "Record the deposit of one or more customer payments to your bank account".

 

The job profitability detail does show the payments received from the customer for the job. So that works. But why can't I see them in Customer Center?

 

DivinaMercy_N
DivinaMercy_NAnswer
March 14, 2023

It's nice to see you here in the Community, @solarken. I want to ensure you'll be able to see all payments or deposits assigned to a customer/job in QuickBooks Desktop (QBDT).

 

In QBDT, you can only see certain transactions on the Customer Information page. Such as estimates, sales orders, invoices, statement charges, sales receipts, payments, credit memos, and refunds. That said, deposit entries won't be displayed. Refer to the screenshot below:

 

 

To help you with this, you can run a transaction detail report and filter it by customers/jobs. This will let you view all the payments, deposits, and other transactions assigned to a specific name. Here's how:

 

  1. Go to the Reports menu and select the Custom Reports section.
  2. Then, choose Transaction Detail.
  3. Select the Customize Report button and set the correct date range. 
  4. Next, click the Filters tab. From the Choose filter section, type Name and select All customers/jobs.
  5. You can also add additional filters and columns based on the data you need.
  6. Once done, select OK. 

 

I also added this helpful guide that you can use to help you manage customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

 

I'm just around the corner if you have any other concerns seeing all payments received by a customer/job in QuickBooks. Have a good one and stay safe. 

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