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May 17, 2020
Question

Is there a report I can generate to get the invoice number, product description, amount, account, delivery address and telephone number?

  • May 17, 2020
  • 2 replies
  • 0 views
There are 2 reports that contain this data but no 1 report that contains all. Customising the reports does not complete selection of all fields available in the database. how can I create this completely custom report?

2 replies

Angelyn_T
May 17, 2020

Hello, @patrick-unthank.

 

At this time, we aren't able to run a report that shows the details you need. The invoice number, product description, delivery address, account, and amount are available on the Transaction List by Customer Report, however, you may need to open the Customer Contact List report to see the telephone/phone number information. If you wish to combine them in one report, you can export the reports to Excel and make the necessary customization from there.

 

To export the report, click on the export icon beside the print icon and select the Export to Excel button.

 

For additional reference about running and customizing reports in QuickBooks Online, check out this article.

 

Let me know if you have any other questions. I'm always here to help. Have a good day!

Fiat Lux - ASIA
May 18, 2020

@patrick-unthank 

Utilize the trial period of TP Exporter

https://transactionpro.grsm.io/qbo

 

You may get a data report of Invoices like this

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX