letmefingpost
Level 2

Payments

I bought qb 2021 and can verify this feature does not exist.

 

@qb staff, I think you are misunderstanding the question, or you don't have sufficient A/R experience. And that's not your fault. But we are frustrated because we don't feel like you are listening. Often what happens is customers will forget to pay an invoice, but think they did, then they get confused and want to know what they paid for. Anyone with access to quickbooks can go to the Customer Center and view this by double-clicking the invoices and payments. But we can't export this information and give it to the client so they can compare it to their books. The suggested workarounds only show a list of invoices and payments, but does not directly match an invoice *to* a payment. What we want is something like the below. You can see the payment on one side and the invoices it was applied to on another, then the remaining balance. There is no guess work or cut-and-paste in excel.

 

Payment Number

Payment Date

Payment Amount

Invoice Number

Invoice Date

Invoice Amount

Remaining Balance

7277

4/19/2021

2405.25

27837

4/14/2021

1167.25

0.00

 

 

 

MSP-27571

4/1/2021

1238