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April 7, 2024
Question

Can we see all columns in customs report in all reports options?

  • April 7, 2024
  • 1 reply
  • 0 views
I am trying to customize one report that will show the Product Memo/Description & the Shipping Address. But I see shipping address optional column in some collection reports without the product options. and I see Product details in products report but without shipping address

1 reply

April 7, 2024

I've got you covered, Usermohammed. I'll provide details regarding report customization in QuickBooks Online(QBO).

 

You can achieve your desired report by generating a Transaction List by Customer, Invoices and Received Payments or Invoice List report. These statements include a Memo/Description column by default and have the option to add a Shipping Address

 

Here are the steps to do so:

 

  1. Go to the Reports menu.
  2. Navigate to the search bar on the left side of your screen
  3. Type in any of those mentioned reports.
  4. If you're on the new layout, Switch to classic view and hit the Customize button to add customization.
  5. Click Change columns
  6. Select the Shipping Address checkbox to include.
  7. Click Run report.

 

Moreover, you can customize and memorize reports to save with current customization settings.

 

Also, you can use reports to track cash flow to get a clear look at your current and future business finances.

 

Please let us know if there's anything else that we can help with your reports. We're always here to assist.