How can I get the total cost of invoices for a particular customer for 2024?

Hi, Kelly. I’m glad to assist you in pulling up a report that can help you access the data you need. Let’s take a look at the scenarios so you can see which one addresses your question and avoid any misunderstandings that could delay your tasks.

If you’re asking about the total sales amounts issued to customers through invoices, you can run the Sales by Customer Detail report.

 Here’s how:

1. Go to the Reports menu.
2. In the Search bar, enter Sales by Customer Detail.
3. Customize the date, select the necessary columns (including Transaction Type and Product/Service), and set your filters for Transaction Type and Customer.
   
   
    
4. Click Run report.
   
   
    

On the other hand, if you’re referring to direct costs associated with producing the goods or services invoiced to customers, you should pull up the Purchases by Vendor Detail report, filtered by Product/Service.

Here’s how:

1. Return to the Reports page and type Purchases by Vendor Detail in the Search bar.
2. Set the date filter.
3. In the Group by column, select Product/Service.
4. Choose all the necessary columns and run the report.
   
   
   
   

In addition to this, you have the option to email, export, and print your reports if you want to in the future. Explore this resource: Run a report in QuickBooks Online. Then, scroll down to Manage your reports section.

Before I let you go, I’d like to introduce you to QuickBooks Live. It’s an excellent option if you need expert assistance or help managing finances for tax season. You can schedule a free consultation anytime to learn more.

I hope this information is helpful! If you have any further questions or need clarification on the solutions I provided, please tag me in the comments below. I’ll ensure that everything is taken care of for you. Have a wonderful day!