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arkvalleyinfo
Oct 16, 2018 1:15 AM UTC
Solved

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Balance statement summarizes all invoice line items into a single line. Invoice statement doesn't show payments. And Transaction list shows all customers, when i only want to show a single customer.

PreciousB
PreciousBAnswer
Oct 16, 2018 1:15 AM UTC

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

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14 replies

PreciousB
PreciousBAnswer
Oct 16, 2018 1:15 AM UTC

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

    arkvalleyinfoAuthor
    Oct 16, 2018 1:15 AM UTC
    Is the customize by customer only available in the Essentials version? Also, the Transaction List still shows only one line item for the invoice. It just says "SPLIT" for the details, but I would like to have these listed as separate line items.
    Sracine
    Jun 25, 2020 7:08 PM UTC

    Is there an option for this same thing in Enterprise (desktop)?

    MaryLurleenM
    MaryLurleenM
    Jun 25, 2020 8:06 PM UTC

    I got you, Sracine.

     

    You can run the Custom Transaction Detail Report to see each line item of the bill. Here's how:

    1. Click Reports on the menu.
    2. Scroll through Custom Reports, then select Transaction Detail.
    3. Select Filters.
    4. Search Transaction Type, then select Bill.
    5. Click OK.

    Check out this article for more information for other reports you can customize: Customize reports in QuickBooks Desktop.

     

    Stay in touch with me if you have other concerns.

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