Payments

Hello TMHCMT,

I know the importance of having complete reports for your business needs. Allow me to chime in and clarify things about the sales reports in QuickBooks Desktop.

A direct report to show invoices and linked payments is unavailable. You can only show all invoices and payments by customer within QuickBooks.

Here's how:

1. Click on Reports at the top.
2. Navigate to Customers & Receivables > select Transaction List by Customer.
3. On the Num column, you'll see all of the invoice numbers. You can open each transaction to see the payment numbers.
4. To add or remove filters on the report, just click the Customize Report button in the upper left-hand corner.

It would be beneficial to have this report in QuickBooks. Our engineers might be working to bring this feature to this platform.

While we assess this, I recommend sending your feedback directly to our product engineers. We continue to improve the features, and this might be available in the future. 

You can follow these steps to send feedback:

1. Open QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

You can also easily keep track of your sales and expenses using predefined customer, job, and sales reports in QuickBooks. I've attached a link you can check for future guidance depending on the report type you need: Customize customer, job, and sales reports in QuickBooks Desktop.

Click the Reply option for additional questions about running sales reports or other information. We'll be sure to get back to you. Take care always.