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February 28, 2023
Question

How can I find / filter the payments processed by QBO credit card from my invoices?

  • February 28, 2023
  • 1 reply
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1 reply

February 28, 2023

Hi usermiaoxinc,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online provides multiple reports that are customizable, so you can see what matters most!  I'd be glad to help!

 

Here's how to open a report to view your processed payments;

 

1. From the left menu, open Reports

2. In the Search field enter Invoices and received payments

3. Open Customize, in the top right

4. Select the Report period

5. Click on Rows/Columns

6. Place a checkmark beside the desired fields you want on the report

7. Open the Filter and select All customers, or use the ▼ dropdown menu to choose specific customers

8. Hit Run report

You're all set!

 

If you have any other questions, feel free to reach out again.  We're always happy to assist!