Report for Income by Client

Eric-B
Eric-B Quicken Windows Subscription Member ✭✭
edited February 13 in Reports (Windows)

Is there a way to create a report that shows the total payments made to my business by client?

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 13

    Hi @Eric-B,

    Which version of Quicken are you running?

    If it is Quicken Classic Business & Personal (formerly Home & Business) you should be able to easily run that report (assuming you have entered the data into the application correctly). If you are running lower level version, you still may be able to track income payments by setting up sub categories of the Other Income category. But that could be very time consuming if you have a lot of income sources.

    BTW - The above assumes that your are on the cash-basis rather than accrual.

    Frankx

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The Accounts Receivable report may be what you are looking for. See this Help article

    https://www.quicken.com/support/how-create-business-reports

    QWin Premier subscription
  • Eric-B
    Eric-B Quicken Windows Subscription Member ✭✭
    edited January 13

    Thank you.

This discussion has been closed.

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