How to Make a List of Payments Received from a Client

Overview

If you need to generate a list of all payments received from a particular client, QuickBooks Online provides filtering tools that make this straightforward.

Steps to View Client Payments

1. Go to Transactions -- From the left-side navigation menu, click Transactions, then select Sales.

2. Click Filter -- At the top of the transactions list, click the Filter button.

3. Set the transaction type -- Change the Type filter to Money Received (or Payment) to show only payment transactions.

4. Select the customer -- Use the Customer filter to choose the specific client you want to review.

5. Set the date range -- Choose the date range that covers the period you are interested in.

6. Review the results -- The filtered list will show all payment transactions from that client, including Payments and Sales Receipts.

Alternative: Run a Customer Report

You can also generate a detailed payment history using reports:

1. Go to Reports and search for Transaction List by Customer.
2. Set the date range and filter by the specific customer.
3. This report gives you a comprehensive view of all transactions, which you can further filter to show only payments.

Exporting the Data

Once you have the list you need, you can export it to Excel or PDF using the export button at the top of the report for record-keeping or sharing.