Skip to main content
April 12, 2022
Question

Is there a 'payment report' which shows which invoices have been paid on that day that can be transferred to a CSV file?

  • April 12, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 12, 2022

Thanks for dropping by here in the Community, @melanie38. I'll help you run a report that shows what you need.

 

You can pull up an Invoice list report and then customize it to show paid invoices on a specific date. To begin, these are the steps:

 

  1. Click Reports on the left-panel menu, and search Invoice List.
  2. Click the Customise button, and set the Report period.
  3. Go to the Filter section, and select Paid in the A/R Paid field.
  4. Click Run report.

 

Once done, you can proceed to export them to Excel. Feel free to visit this article for the steps: Export data, reports, lists, and more from QuickBooks Online.

 

Additionally, I'll leave these articles to help you in the future:

 

 

Know that the Community is always here to assist you should you have further concerns with QuickBooks. Have a great day!