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How do I get a report of all customer payments received in a given time period?
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Account management
Welcome to the Community, @ben8!
You can pull the Income and Received Payments report and see the customer payments from there. And I'd be happy to assist you with this.
Here's how to pull up the report:
- From the left panel, click Reports.
- Search for Income and Received Payment.
- Under Report period, click the All Dates drop-down and choose Custom.
- Change the date range of your reporting needs.
- Click Run report.
Also, you can read this article for your future reference: How to Customize Reports.
Don't hesitate to leave a comment below if you have any other questions. Have a blissful day!
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Account management
Thank you, I would only note that in the version of QB I am using it's "Invoices and Received Payments"
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This has not helped as I do not see any either of the reports suggested in the available list.
LL
Searching for them result in nothing.
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Account management
In QuickBooks Simple Start, Essentials, Plus, and Advanced, you can access invoices and receive payment reports. However, please note that these features are not available if you are using the Solopreneur or ROW versions.
If you're operating with supported versions and face any complications, consider opening your account in a private browser window. This approach may effectively address and resolve unpredictable behaviors due to the buildup of cached data.
To optimize and simplify your tasks, here are some shortcut keys that you can use:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
Once you have everything set up, you can proceed to this page for a comprehensive breakdown of the features available in QuickBooks Online (QBO): Reports included in your QuickBooks Online Subscription.
Alternatively, you can access your Invoices and Received Payments by exploring the Transaction List by Date or Transaction List by Customer. Just remember to apply the Payment method option in the filter section to streamline your search.
Furthermore, I've attached an article to assist you in exploring how to tailor financial reports in QuickBooks Online (QBO) to your specific requirements: Customize reports in QuickBooks Online.
Additionally, we suggest utilizing QuickBooks Live Expert Assisted, which offers tailored solutions whether you seek expert guidance while managing your books yourself, or if you prefer a dedicated bookkeeper to manage all your accounting needs. Live Bookkeeping is designed to meet your specific preferences.
Should you have any additional queries regarding report generation in QBO, please let me know. I’m here to support you and address your questions promptly.
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Account management
NO SUCH REPORT.
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I would like to clarify what product you're using, whether QuickBooks Online (QBO) or QuickBooks Desktop (QBDT), and what report you want to generate, @Moclips.
If you are using QBDT, this feature is not available. However, if you are using QBO, you can access invoices and reports on received payments. But please note that these features are not available in the Solopreneur or ROW versions.
Alternatively, you can view your Invoices and Received Payments by navigating through the Transaction List sorted by Date or Transaction List by Customer. Be sure to utilize the Payment method filter to enhance the efficiency of your search.
Also if you are using QBO, then you can maximize the efficiency of your financial processes by collaborating with our QuickBooks Live Expert Assisted team. They're veterans in the field, known for smoothing out financial operations and offering insights tailored to your business. One-click connects you to a more prosperous financial path.
Furthermore, the reporting capabilities in QBO provide valuable tools for managing your business effectively and efficiently.
Additionally, this article will guide you on how to customize financial reports in QBO to meet your specific needs.
If you have any additional questions or need further assistance regarding report generation in QBO, feel free to reach out. I'm here to help you make the most of your QuickBooks experience!