Hello there, ksottile. I can help you generate a report based on the payment types.
QuickBooks Online offers various reporting options to cater to your business needs, including tracking expenses, monitoring income, and keeping an eye on inventory.
We can pull up the Sales by Customer Detail Report that will show a breakdown of payment types.
Here's how:
- In your QBO account, proceed to the Reports menu.
- Search and select the Sales by Customer Type detail report.
- Click the Customize button.
- In the Report period section, choose the date.
- Under Rows/Columns section, click on Change columns and select payment method.
- Add a filter for Payment Method and select the payment types you want to see (cash, check, credit card, etc.
- Once done, click Run report
Moreover, you can memorize this report. This feature simplifies the customization process, allowing you to concentrate on other essential tasks.
After receiving the report, you may find it helpful to refer to this article which guides exporting your reports: Export reports, lists, and other data from QuickBooks Online.
I'm just a quick post away if you need a helping hand in managing your reports. Don't hesitate to tag me in your comments.
