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June 19, 2024
Question

How can I print all payments made by a customer showing invoice number, payment date and purchase order?

  • June 19, 2024
  • 1 reply
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1 reply

June 19, 2024

Hello dann-getinsaltd-,

 

It's great to see you in Community.  Welcome!  QuickBooks Online provides several reports that can be customized.  This enables you set your preferences, and see what matters most.  I would be glad to assist!

 

Here's how to review the desired information for your customers;

 

1. From the left menu, open Reports

2. In the Search field, type and enter Transaction list by customer

2. Click on Customize (you may have to 'switch to classic view')

3. Set your Report period

4. In the Select and reorder columns section, check the boxes for all that apply, such as Purchase order, A/R paid, Invoice date, #, etc.

5. When ready, hit Run report

Note; If you would like to make changes to the columns, you can click on the small ⚙, in the top right of the report.

 

Please feel free to reach out again, if you have other questions.  We would be happy to help!