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MadelynC
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Yes, there’s a report that displays those details, Steven. And I’d be glad to share it with you.


You can run the Invoices and Received Payments report in QuickBooks Online. It shows all your invoices, payments, credit notes, open balances, etc. Then, you'll want to export it to Excel to hide or remove the zero-balance transactions.


Here are the steps to do it:

 

  1. Go to your Reports menu.
  2. Enter "Invoices and Received Payments" in the Search field.
  3. Filter the date period. You can also select the Customise button.
  4. Click the Small gear icon, then tap Show More.
  5. Select the Open Balance option and the other info you need.
  6. Hit the Export icon and choose Export to Excel.
  7. In the spreadsheet, eliminate the ones that have zero balance.


You can use this reference to learn more about personalizing, exporting, and sharing reports: Customise reports in QuickBooks Online. It walks you through also how to have a perfect set of filters and save them. This way, you can access the same report in the future.


Moreover, here’s an illuminating guide that contains ways to make reports easier to understand: Common custom reports in QuickBooks Online.


I want to ensure everything is taken care of for you. If you need further assistance with QuickBooks reports, don’t hesitate to reach back out. I’ll be here to help. Have a great rest of your day!