Hello there, laurenressel.

We can run the Invoices and Received Payments report and customize to get these details. Let me show you how:

1. Go to Reports on the left panel.
2. Enter Invoices and Received Payments in the search field. 
3. Click the Customize button.
4. Include the Transaction Type, Date, Num, A/R Paid, Open balance, and Amount.
5. Then, Run report.

Since there's no reference number that we can add to this report, we can run another one to get the check number and export each report to Excel, and manually combine them in a single report.

Let's go ahead and run the Transaction List by Customer and add the REF # column. Also, make sure to include the payment as a type of transaction. Once done, export it to Excel. Then, combine the two reports.

• Learn how to get the most out of your financial reports.
• Memorize reports in QuickBooks Online. 

Let me know if you have other questions. Stay safe and be well!