Skip to main content
February 22, 2024
Question

Does the "Product/Service QuickReport" show fees received for a specific timeframe?

  • February 22, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Bryan_M
February 22, 2024

Welcome to the Community space, @snelson2.

 

Let me help you view the fees in the Products & Services QuickReport.

 

First, ensure that the fees received should have an assigned item to the Products & Services before running the QuickReport. 

 

Once done checking, run the report and include the Product/Service in the column to show the fees. Then, customize the date to a specific timeframe. Here's how:

 

  1. From the Sales tab, select Products & services.
  2. Choose the fee item in the product or service you want to run a quick report. Then, click the dropdown arrow below the Action column.
  3. Choose Run report.
  4. Customize the date by clicking the Date field beside the Group tab above and choose Custom to modify the date. This will run the report to a specific time frame.
  5. In the Columns section, include the Product/Service to show the fees.

 

You might want to format the layout of your report to show the right data. Feel free to read this article: Customize reports in QuickBooks Online.

 

For additional questions about reports, leave a reply below. I'll be willing to lend a hand. Keep safe and have a good one.