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Rachael-Armstrong
Level 1

I want to pull a report of all payments and related invoices please help how can I do this?

 
1 Comment 1
Anonymous
Not applicable

I want to pull a report of all payments and related invoices please help how can I do this?

To generate the reports you want, you need to search for Invoices and Received Payments, Rachael.

 

Here’s how:

 

  1. Go to Reports.
  2. Click Standard Reports.
  3. Look for Invoices and Received Payments.
  4. To customise your report, select the Customise option, then choose the specific entry you would like to input.
  5. Click Run Report.

 

After you generate the report, you can export the data to Excel if you wish to view it outside of QuickBooks. Furthermore, you can memorise the report, so you won’t need to customise it again in the future.

 

You are always welcome to ask follow-up questions about generating a report for all invoices and payments or any other QuickBooks concerns.