cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
MJane6700
Level 1

Can I create a report that shows a customer payment history?

 
1 Comment 1
MichelleBh
Moderator

Can I create a report that shows a customer payment history?

Let's create a customer payment history report in QuickBooks, @MJane6700. So, you can review the details right away. 

 

Yes, you can create a customer payment history report in QuickBooks Online by customizing the information. And I'm happy to outline the complete instructions. 

 

To start, I'd recommend running the Transaction List by Customer report. Proceed as follows: 

 

  1. Go to the Reports tab on the left side. 
  2. Type the report name in the search box and press Enter on your keyboard. 
  3. Select the Customize button, then choose the correct Report period in the drop-down. 
  4. In the Group by field, pick Customer
  5. In the Transaction Type drop-down, check the Payment box. 
  6. Filter the other fields, then click Run report whenever you're ready. 

 

For more details about customising reports, see this link: Customise reports in QuickBooks Online.

 

You can also click the Save Customisation button to memorise the report. It'll help you save time since it automatically updates every time there are newly added transactions. For further information, check out this article: Memorise reports in QuickBooks.

 

In addition, consult the following articles to learn about how to print, export, and email different reports available in your subscription:

 

 

I can show you another guide or overview if you have other questions about your account. Feel free to leave a comment below, and the support is just a pole away. Be safe, MJane6700.