Payments
@rsaunar We do appreciate your feedback and we take it seriously. I definitely understand why this feature would be useful. We have submitted this feedback to our engineers to see if that feature can be added in a future release but, at this time, we can't guarantee that will happen. Here are steps, previously shared, with a work around to get you close to what you are looking for.
The option to show the lists of invoices with payments linked from it is unavailable. However, you can run the Transaction List by Customer report to show the list of invoices and payments. Then, customize the columns to show the transaction type, date, and transaction number.
Here's how:
- Click Customize Report tab on the upper left side of the report.
- Choose Display.
- Under the Columns field, select Type, Date, and Num.
- Hit Filters tab.
- Select Transaction Type in the Choose Filter field.
- Tick the Transaction Type drop-down and choose Multiple Transaction Types.
- Place a checkmark for Invoice and Payment.
- Tap OK. Then, press OK again.
You can also export the report to Excel to come up wth the data you need. Just click the Excel button at the top of the report and select Create New Worksheet.
I'll personally share your product suggestion to our engineers regarding this one.
For more details about customizing reports, you can check out these articles:
- Customize reports in QuickBooks Desktop
- Customize customer, job, and sales reports in QuickBooks Desktop
Visit the Community again if you need anything else with running reports in QuickBooks. I'm here to help.
