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yvette_barbosa
February 6, 2024
Solved

Reports - Invoices and Received Payments

  • February 6, 2024
  • 4 replies
  • 27 views

I am able to sort by different things in most reports, but in my Invoices and Received Payments Report, the dates are all over the place, not by invoice date, payment date, or invoice number. Its just random it seems.

Best answer by RogelioL

Hello, @yvette_barbosa.


Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

 

Here's how:

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online. 

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.


Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe. 

4 replies

S
seelyes
February 7, 2024

It's sorted by Customer and then by Transaction in Descending Date order.

 

The link below will show you how to use it to generate a Average Days Sales report in Excel.

 

https://www.dropbox.com/scl/fi/isz3mjz8guwtqiwurx05i/AverageDayExample.xlsx?rlkey=8fvktm5xb5pg03bsfhm8085ex&dl=0

R
RogelioLModeratorAnswer
Moderator
February 7, 2024

Hello, @yvette_barbosa.


Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

 

Here's how:

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online. 

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.


Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe. 

    N
    NatDH
    July 17, 2025

    I don't know if this was addressed, but the invoice and payments report does not at all tell you which invoice was paid by the payment. It might be near it and it might not be. It might be the same amount and it might not be. This is a bad report. QBO needs a report that shows which payment paid which invoice and it does not have one.

    Z
    ZackE_Moderator
    Moderator
    July 17, 2025

    Thanks for joining this thread, NatDH. I appreciate your detailed information.

     

    While viewing the Invoices and Received Payments report, you'll see a Transaction Type column. This area will identify invoices, payments, and credits.

     

    You can click to a particular payment record to see which invoice was paid by it. Once the payment record opens, review your Outstanding Transactions section to identify which invoices were paid with the payment.

     

    Here's an image showing how it works:

     

     

    I've also included a detailed resource about working with reports which may come in handy moving forward: Customize reports

     

    Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!

    N
    NatDH
    July 17, 2025

    I know what you can do with clicking. I am referring to the report itself and exporting it into excel. People do not want to click into each one. They want the information in a report. Does QBO not know that?

    S
    sueatmacrolg
    May 6, 2026

    I know!  What the heck happened?  This report used to be alphabetized by customer, but now it is random. It is causing me all kinds of additional work.

    QB ONLINE - Please restore this report to be alphabetized, and the invoice/payments to be more orderly arrayed.

    R
    Raldwin_DQuickBooks Team
    QuickBooks Team
    May 6, 2026

    I understand where you’re coming from. The feature to sort the Invoices and Received Payments report in QuickBooks Online (QBO) is unavailable, and the software is working as designed.

    This report summarizes transactions by grouping them under each customer. Because of this structure, QBO does not offer an option to alphabetically sort customers as it does in flat transaction reports.

     

    As a workaround, try exporting the report to Excel. Once in Excel, you can manually rearrange the customer groups alphabetically or customize the sorting to better suit your preference.

     

    Just click the Reply button below if you have further concerns.

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