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Yes! There is. @accountingnwt. I can show you the report you need to pull up in QuickBooks Online.
Reports show you the best picture of your company. It shows your data on your sales and expenses.
Since the data you need to view consists of the invoice number, invoice, payment applied, and the customer name, I recommend pulling up the Invoice and Received Payments. This way, it will let the data show on your screen. We'll have to customize the file a bit.
- Go to the Report tab, and find the Invoice and Received payment in the Search bar.
- Next, sort the dates and other details.
- Then, press the Customize button in the upper left to change the column.
- Navigate to the Rows/Columns dropdown and put a checkmark on the Customer checkbox.
- Hit Run Report once done.
See the result below:
Pick this article for additional insight into personalizing your report in QuickBooks Online.
Visit this article for further information on how to keep track of your client's account growth: QuickBooks Help Articles. It includes topics about account management, banking, and expenses and vendors, to name a few. You can click the + More topics button to view other selections.
Please feel free to remark with your response. I'm excited to provide more information on importing and exporting-related matters. Have a great day.