Payments

Hi, SB719.

I've got a way on what report you can pull up to show the payments and credit memos in QuickBooks Desktop.

QuickBooks offers two ways to show the transactions needed. You can either run a Quick report for the AR account from the Chart of Accounts or, pull up the Custom Transaction List report and filter it to invoices payments, credit memos, and checks manually. Then, you may export the report if needed.

Here are articles you can check that has detailed steps on customizing and exporting reports in QBDT for reference:

• Create and use custom fields in QuickBooks Desktop.
• Customize reports in QuickBooks Desktop.
• Export reports as Excel workbooks in QuickBooks Desktop.

I'll lend a helping hand if you need anything else. Keep safe always, @SB719.