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February 26, 2024
Question

Can an A/R report be run with the title of each line item charge included? Not the full detail, just the product title.

  • February 26, 2024
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1 reply

February 26, 2024

Thank you for posting here in the Community, @kayla11_2

 

Currently, the option to categorize title and item charges separately in Accounts Receivable (A/R) is unavailable in QuickBooks Online (QBO). Yet, you can generate a Sales by product or service detail report. This report will provide a revenue breakdown by specific products or services, allowing you to analyze sales trends and performance.

 

Here's How:

  1. Go to Reports, and select Sales by Product/Service Detail in the Find Reports by Name dropdown.
  2. Choose accrual as the accounting method, then customize by clicking the customize button.
  3. Under the Filter dropdown, check the box of the ff: (Transaction type, Product/service, and A/R paid)
  4. Then, run the report.

 

If you want to remove specific columns from the report, click customize, then select rows and claims, and uncheck the filters you don't need.

 

You can also check out this article for additional guidance on customizing accounts receivable aging reports in QuickBooks Online: Run an Accounts Receivable Aging Report.

 

Additionally, here are some articles that will help you manage your reports in QBO: 

 

I'm around the corner to help you if you have any other queries about reports in QuickBooks Online. Take care.