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Good morning. Using QuickBooks Online. How would I go about getting a report of credit card payments from our customers? Merchant site does not go back far enough.
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We can pull up the Transaction List by Customer report, @eemahaffey.
This report displays all the transactions of income and expenses by customer. I can walk you through the steps on how we can personalize this.
Additionally, if you want to remember how you personalize your reports in QuickBooks Online, you can refer to this article for guidance: Memorize reports in QuickBooks Online.
Feel free to reply to this post if you need a helping hand in managing your reports. I'm all ears if you have one.
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