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May 18, 2023
Question

Is it possible to create a report/list of services for a specific customer for a specific time period?

  • May 18, 2023
  • 1 reply
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1 reply

May 18, 2023

Hello gcci1963,

 

Welcome to the Community. QuickBooks offers a variety of reports that help you streamline your work with ease. I'll be happy to share more info so you can continue to do the things you love. 

 

Based on what you've described, I recommend checking out the Sales by Customer Type Detail report as it shows you the sales/services exchanged between you and your customer.  In case you need to customize the report to view a specific date range, here's an article that shows you how to do that. 

 

I encourage you to check out this article here that goes over the: Reports included in your QuickBooks Online subscription. 

 

Let me know if this info helps. I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week.