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March 16, 2024
Question

How can I show details of a bill on a customer bill payment?

  • March 16, 2024
  • 1 reply
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I need to show line items on vendor checks

1 reply

March 16, 2024

I'd be happy to guide you on how to show details of a bill on a customer bill payment in QuickBooks Online (QBO), Carol. 

 

To provide you with a comprehensive solution, I suggest generating two important reports: Bills and Applied Payments report and Purchases by Product/Service Detail report. 

 

The Bills and Applied Payments report allows you to have a clear view of your financial transactions by visualizing the bill and its corresponding payment. On the other hand, the Purchases by Product/Service Detail report gives you the option to examine the specific line items of your bills, allowing you to gain valuable insights into your expenditure patterns.

 

To run these reports, here's how: 

  1. Navigate to the Reports section.
  2. Search for and run the Bills and Applied Payments report to gain a view of your bills and payments, and the Purchases by Product/Service Detail report to view its line items. 

 

After running these reports, you export you can export the reports to Microsoft Excel, and then combine them to get a comprehensive view of your customer's bill and payment details.

 

In addition, you can check out this article to learn how to track bills and record the payments in QBO: Manage bills and bill payments in QuickBooks Online

 

Keep us posted if you have further questions about bills in QBO. I'll be of help. Have a good one.