I need a report that will show me payments that have been applied to invoices that are still open
06/30/09 2:50pm PDT, Viewed by asker 07/09/09 12:47pm PDT
Total Views: 476
I need a report that will show me payments that have been applied to invoices that are still open...every report I try excludes payments that have been applied & only shows unapplied payments...HELP!!
When I use the filter option to see only items that have a paid status of "open" the payments are removed from the report - All I need to see are the payments that have been made on still open balances.
Answer
Try opening the invoice & press the history button & then hit the Print button.
This will list all payment applied to that invoice.
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
Ray White
http://community.intuit.com/me...
http://www.raywhiteenterprises.com
Answer
After Calling QuickBooks, the report I need does not exist. Her methods or my needs had to change to get what I was looking for.
Comment
aisenberg, did you happen to start this thread outside the QuickBooks for Mac forum? If so, I encourage you to post future questions about QB for Mac here. We all use QB for Mac and can probably give you more-accurate information (most of the time).
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Comment
I need a report that will show me all the payments on open invoices in one place as opposed to having to open every invoice to see the payments. I guess I just can't understand why when I filter the report to show me: "Transaction Type: Payment" "Paid Status: Open" I get no transactions on my screen...?