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June 27, 2022
Question

I would like to see which customers had a gas service under products so I can contact them to rebook. Can I do this on QuickBooks?

  • June 27, 2022
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1 reply

June 27, 2022

Hello Info-cornwallhea, 

 

Welcome to the Community page, 

 

If you go to sales> products and services> click on new> select services> you can call it gas services-fill out all the rest of the information> click save and close then every time you create and invoice and select that gas service product you can then go and view who has had one and who as not by again going to sales>product and service> then on the gas service one you created if you click on the drop down arrow next to edit under action and select run report> it will then bring up all the customers you have put under that service. Here is more information about this here