Are reports supposed to show the associated customer with a bill payment or bill after it has been paid? I am haveing trouble reporting based on customer

You can generate the Transaction Detail by Account report, Ryan180.

To check the amount spent on a specific account, you’ll need to apply filters and customize the columns to focus on a particular customer. Here’s the process:

1. Navigate to the Reports section.
2. Choose Standard Reports.
3. Use the search bar to look for Transaction Detail by Account.
4. Adjust the date range under the Report period.
5. Click on Filter in the upper-right corner to refine the data.
6. Use the Columns option to add, remove, or reorder columns as needed.
7. Once done, run the report.

You can also check out this article for guidance on navigating to the Reports section, where you can either search for a specific report by name or browse through the available reports by category: Run a report.

On top of that, you can refer to this article to connect with Live Experts who can assist you with coaching, tax-time support, or even managing your books on your behalf: Run your business with experts by your side.

If you have any questions about the reports or other product-related issues, leave a comment below.