Report for Income by Client

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Eric-B
Eric-B 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?

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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited January 13
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    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

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    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 Member ✭✭
    edited January 13
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    Thank you.

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