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Replying to:
LieraMarie_A
QuickBooks Team

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Hey there, @NOLA23.

 

Thanks for chiming in. I understand that you're having trouble finding the report you need.

 

To clarify, do you need to create a report that lists invoices (not grouped by customer) and includes the invoice and payment date? For now, there isn't a Payment date column available. The closest way to achieve your desired result is by exporting the Invoice and Receive Payments and Transaction List by Date reports to Excel. Then, manipulate the data from there. 

 

In the Invoice and Receive Payment report, you can use the payment dates listed. Follow these steps to export it:

 

  1. Go to the Reports menu.
  2. Find the Invoices and Receive payments from the Who owes you section.
  3. Modify the reporting date.
  4. Click Run report.
  5. At the top of the report, select the Export icon. Then select Export to Excel.

 

Then, you can customize the Transactions List by Date report to only display invoices:

 

  1. Search for Transaction List by Date and select it from the result.
  2. Click on the Customize button.
  3. Modify the reporting date.
  4. Go to the Filter section.
  5. Click the Transaction Type box and select Invoice from the dropdown list.
  6. At the top of the report, select the Export icon. Then select Export to Excel.

 

I can see how the report you described would benefit you and other users. I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
    Capture.JPG
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

You'll want to check the complete list of available reports for your QuickBooks Online version. Additionally, you can save your custom reports for future use by memorizing them.

 

Get back to me if you need further help with running reports. I'd be glad to assist you. Keep safe and have a good one.

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