Update. 240911

Using QBO Plus

I am now able to see the report "Invoices and Received Payments" in the "Who owes you" section of Standard reports. This reports both invoices and payments as seperate line items and those transactions have different fields listing the invoice number. 

I run this report, trim and clean it, add 2 invoice helper columns (using if statements to pull invoice # from correct field)  so that every line item, invoice and payment, has an invoice reference.  Then build a pivot table which builds ad hoc reports as needed.

Thank you