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Replying to:
ShiellaGraceA
QuickBooks Team

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Thanks for coming back, @Kirsten26.

 

I'll share the steps on how you can get a report that shows your invoice and payments at once. You can pull the Transaction List by Customer report. This report will let you filter to see invoices and payments associated with them.

 

 

Here's how:

 

  1. Go to Reports at the top.
  2. Select Customers & Receivables, then choose Transaction List by Customer.
  3. In the report, tap the Customize Report button and then the Filters tab.
  4. Search Transaction Type and pick Multiple Transaction Types from the drop-down.
  5. Put a checkmark next to Invoice and Payment.
  6. Click OK and then OK to close the customize page. See the attached images below.

 

 

 

 

 

I'm adding this article to guide you with customizing reports. Feel free to check out: Customize reports in QuickBooks Desktop.

 

In case you need help with other reports-related tasks, browse this link to go to the page: Create and manage reports.

 

Know that you're always welcome to reply to this thread anytime if you still have questions or concerns with reports. I'll be around for you. Take care and have a good one.

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