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Replying to:
JanyRoseB
QuickBooks Team

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Thanks for getting back to the QuickBooks Community, Montgomery Minds.

 

Allow me to join this thread and help provide you the invoice report you need in QuickBooks Desktop. 

 

Since there's no option to show the invoice item and the payments on a single report, you'll need to pull up the Sales by Customer Detail report (to show the line items) and Transaction List by Customer report (to show the invoices list and payments applied against it). 

 

To pull up the Sales by Customer Detail report, here's how: 

  1. At the top menu bar, click Reports.
  2. Choose Sales.
  3. Select Sales by Customer Detail
  4. Change the date range. 

For Transaction List by Customer report, here's how: 

  1. At the top menu bar, click Reports.
  2. Choose Customers and Receivables
  3. Select Transaction List by Customer

If you'd like to customize  the reports, you can check this article for the detailed steps: Customize reports in QuickBooks Desktop

 

For additional reference, you can follow the steps in this article on how to export report from QuickBooks Desktop to Microsoft Excel

 

This will get you on the right track. Please know that I'm just a post away if you have additional questions about the Invoice transaction. Wishing you and your business continued success. 

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