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January 16, 2022
Question

In Quick Books Desktop where do you find the transactions paid by credit card?

  • January 16, 2022
  • 1 reply
  • 2 views
No text available

1 reply

Angelyn_T
Moderator
January 17, 2022

Hi there, @gremoo.

 

You can pull up the Transaction List by Customer report, then filter the transaction type and payment method to get the information you need. I'm here to share with you the details.

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Reports tab, then click on Customers and Receivables.
  3. Open the Transaction List by Customer report.
  4. Go to the Customize Report tab, then add the Pay Meth column from the Display section.
  5. Switch to Filters, then filter the Transaction Type to Payment.
  6. Hit OK.

 

From there, review the transactions paid by credit card.

I'm adding this link for more tips while handling your reports in QBDT: Understand reports.

 

Additionally, here's how you can get more tips about your AR workflow in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.

 

If you have any other questions about finding your transactions paid by credit card, let me know by adding a comment below. I'm always here to help. Keep safe!