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February 26, 2024
Question

Can I create a list of every estimate and invoice that has the "pruning" service listed? Also can I include the customer contact information?

  • February 26, 2024
  • 1 reply
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1 reply

February 26, 2024

It's good to see that you posted today, shawnesmith. 

 

Yes, it's possible to create a report that lists all the invoices and estimates containing the pruning service in QuickBooks Online. There are three ways to view this report, each with different data. 

 

First, you can use the Sales by Customer Detail Report to see only invoices. Second, you can use the Transaction List by Customer to view both estimates and invoices, but not the pruning service. Lastly, you can use the Customer Contact List to see all the relevant data. You can export this report to an Excel file and merge it with other data.

 

Here are the steps to view the reports:

 

  1. Click on the search icon.
  2. Type in the name of the specific report.
  3. Click on the export icon
  4. Select Excel.

 

I've also included an article on how to customize your invoices, estimates, and sales receipts in QuickBooks Online. 

 

For future reference, on running a report in QuickBooks Online, I'll send you these articles:

 

 

Let me know if you have any other questions about your reports in QuickBooks Online. Take care and have a good day!