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May 13, 2024
Question

Is there a report that allows me to see the full Cash to order cycle?

  • May 13, 2024
  • 1 reply
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Is there a report that allows me to see the full Cash to order cycle? In essence to put together all transactions in one report from deposits to invoices to bills etc to judge where a customer job is and get a better full picture.

 

 

1 reply

May 13, 2024

Let's generate a report together with all your transactions to see a comprehensive summary of each customer, Thomas1888.

 

A Transaction List by Customer report provides a detailed summary of all your transactions, including both income and expenses and groups them by customer. This way, you can easily keep track of all your financial activities related to each customer. Here's how to run it:

 

  1. On the left navigation panel, navigate to the Reports menu.
  2. On the search bar, enter Transaction List by Customer.
  3. Run the report.

 

You can then further customize the report to suit your needs better. Just note that for your bills to appear here, you must enter them as billable expenses linked to a customer.

 

Here's an article for more information on generating reports in QuickBooks: Run reports in QuickBooks Online.

 

You might also want to save a report's customization settings. Here's a guide on how to do it: Memorize reports in QuickBooks Online.

 

You can always come back to this thread if you have any other concerns about running reports in QuickBooks. I'll be here to help you out, Thomas1888.