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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
Shania_C
QuickBooks Team

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Welcome to the Community, @auditoria

 

Let me guide you on how to generate a report in QuickBooks Online that includes a merchandise payment and all its corresponding invoices.

 

Here's how:

 

  1. Click on the Reports tab.
  2. Search Transaction Detail by Account.
  3. Select Switch to classic view
  4. Pick your desired Report period, and click on Customise
  5. Click on Filter.
  6. Locate Credit Card Payment
  7. Click on Run Report.
  8. At the top of the report, select the Export icon. Then select Export to Excel.
  9. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

Furthermore, here are some articles you can use to keep track of and manage your reports:

 

 

If there are any additional questions about handling your reports in QuickBooks Online, I'm just a post away. Have a lovely day!