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December 16, 2021
Question

Why do payments in the Transactions by Customer report show the same as charges/invoices? The credit memos have a minus beside them but the payments don't.

  • December 16, 2021
  • 1 reply
  • 0 views
The total at the end of the report does not agree with the the receivables balance

1 reply

December 17, 2021

Hi user12380,

Welcome to the Community. Being able to view your Transactions by Customer report is essential to ensure that your book balanced. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to get the support you need with the Transactions by Customer report.

I'd encourage you to contact our customer support team as they can have a closer look at why payments in the Transactions by Customer report show the same as charges/invoices while the credit memos have a minus beside them in your account. You can refer to the following options available to reach out to our team.

 

  • Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.
  • Social Media: FacebookTwitter, and Instagram.
     

Feel free reach out if you have any questions, I'll be happy to help.