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April 16, 2019
Question

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

  • April 16, 2019
  • 1 reply
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Original commenter did not share additional details

1 reply

April 16, 2019

Hi there,

 

Thanks for posting in the Community. I'd be happy to give you a hand with running reports.

 

I want to make sure I'm understanding you correctly. What type of reports are you trying to run? 

April 18, 2019

Hi Im trying to run a report that indicates the service dates I entered in credit memo.  Service dates don't show up in any reports. Only due dates

BettyJaneB
April 18, 2019

Thanks for reaching back out to us, @welies0528.

 

Allow me to share some information about pull up reports that includes service dates in QuickBooks Online.

 

At this time, being able to include the service date of your transaction on the reports isn't an option for us. This is because QuickBooks will only generate the due date and the date as to when was the transaction created. You'll need to open each transaction on the report manually to see the service date.

 

However, the development team is constantly working to improve the product and appreciates the help of users in bringing things like this to their attention. I'd encourage you to visit our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements.  

 

Lastly, here's a good article that you can check out about customizing reports in QuickBooks Online for your future reference. 

 

Don't hesitate to post again if you have any other Questions with QuickBooks. I'm always here to lend a helping hand. Wishing you well.