How do I create a payment report in QuickBooks?

How do I create a payment report in QuickBooks?

Report Payments Received

1. Go to the Reports menu.
2. Type in Transaction List by Customer, then click to open.
3. Click the Customize button.
4. In the Display tab, set the appropriate reporting date.
5. In the Filters tab, select Transaction Type.
6. From the Transaction Type drop-down menu, select Invoice and Payment.

How do I lodge STP in QuickBooks?

1. Sign in to your QuickBooks account.
2. Select Employees and sign up to KeyPay (our integrated payroll partner)
3. Select Payroll settings then Electronic lodgement and STP.
4. Select Enable Single Touch Payroll.

What is a payment summary?

Your payment summary shows your taxable and tax-related payments within a financial year. Your payment summary shows your taxable and tax-related payments. You need this to lodge a tax return.

How do I create a summary report in QuickBooks?

Create a custom summary report for your firm

1. QuickBooks Online Accountant, go to the Reports menu.
2. Go to the Standard tab.
3. In the search field, enter Custom Summary Report. Or, search for and open it on the list.
4. Select Customize.

How do I receive a payment in QuickBooks?

QuickBooks for Windows

1. From the QuickBooks Home page or the Customers menu, select Receive Payment.
2. In the Received From drop-down, select the customer’s name.
3. Enter the Amount received.
4. Make sure the date is correct, then choose the Payment method.
5. Select the invoice or invoices you’d like to pay.

How do I finalize a payment summary in QuickBooks?

How do I create a payment summary in QuickBooks?

1. Log in and ensure that all pay runs have been finalised for the current financial year.
2. Once all pay runs and housekeeping tasks have been finalised, select the Reports tab on the payroll dashboard and then select Payment Summaries (found under ATO Reporting.

How do I change STP finalization in QuickBooks?

Select Employees on the left menu. Select Reports, then select Single Touch Payroll. Select the drop-down next to Start Finalisation Process, then select Create an amended Finalisation Event. This option only appears once a successful finalisation event has been lodged.

How do I get a payment summary?

Your payment summary information will be available in ATO online services through myGov, and it is called an ‘Income Statement’. So, if you’re expecting to receive your PAYG Payment Summary by post or email and you haven’t received it by 14 July, it probably means your employer is using STP.

What is included in gross payments on payment summary?

Gross payments Include all salary, wages, bonuses and commissions you paid your payee as an employee, company director or office holder. Include the total gross amount before amounts are withheld.

How to create a payment report in QuickBooks?

Follow the steps below to create a report of payments totaled by payment methods: From the Lists menu, select Customer & Vendor Profile Lists then click Payment Method List. In the Payment Method List window, click the Reports drop-down and click QuickReport.

Do you need to print payment summaries in QuickBooks?

(NOTE: The method you select here also relates to their Payslips as well as their Payment Summaries, so if you want to email their Payslips, and print their Payment Summaries you will need to select BOTH.)

How to create custom reports in QuickBooks Desktop?

In the Payment Method List window, click the Reports drop-down and click QuickReport. Click Customize Report. Set the appropriate date range. Go to the Filters tab and from the Filters list, choose Payment Method. From the Payment Method drop-down, select Multiple Payment Methods then click the payment method you want to show on the report.

How to create customer statements in QuickBooks Online?

There are three types of customer statements in QuickBooks Online. Here’s how to create Balance Forward, Open Item, and Transaction Statements. Go to the Sales menu and select the Customers tab. Select the checkboxes for the customer or customers you want to make statements for. In the Batch actions dropdown ▼, select Create statements.