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I need a report that will show me payments that have been applied to invoices that are still open

QuickBooks for Macintosh: 2009
6/30/09 2:50 PM,   Viewed by asker 7/9/09 12:47 PM
Total Views: 464

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.

 
 
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All Replies:  Answers (2)   Comments (2)
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Answer

7/1/09 7:07 AM

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!

http://www.raywhiteenterprises.com

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
 
 
 
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7/1/09 10:15 AM

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...?

 
 
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7/9/09 12:46 PM

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.

 
 
 
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7/9/09 3:03 PM

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).

Debi Calvet
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
 
 
 
 
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