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A
ABCarson
December 20, 2023
Question

Item Filtering for Invoices and Received Payments

  • December 20, 2023
  • 1 reply
  • 0 views

Hello,

 

Is there any way to specifically exclude the cost of Shipping and Freight charges from the totals generated in Invoices and Received Payments reports?

 

If not, is there a way to deduct the discounts given from the dollar amount totals generated from detailed reports such as Sales By Customer Type Detail? 

 

In the past, we've had to essentially manually check each invoice in order to deduct Shipping and Freight costs from the reports. This was a very time consuming process given the amount of transactions and commissions we have to pay.

 

Your help is greatly appreciated!

 

 

 

Best regards,

Carson

1 reply

S
SheandL
December 20, 2023

Hello there, @ABCarson. 

 

I recognize the importance of being able to access these said functionalities in QuickBooks Online. Excluding the Shipping and Freight charges in Invoices and Received Payments reports isn't available.

 

In the meantime, I suggest sending a request to our product engineering team so they can consider adding these features in the upcoming updates in QBO. To do so, here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

Additionally, you can deduct any discounts given from the total dollar amount generated in the detailed report. To do so, here's how:

 

  1. Go to Reports and search for Sales By Customer Detail.
  2. Click Customize.
  3. Under Filter, tick Product/Service, and check the checkbox for your discounts.
  4. Click Run Reports.
  5. Edit the Report Period and hit the Run Report beside the Accounting method.

 

For more guidance on how to personalize your sales forms, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Don't hesitate to get back to us if you need further help regarding item filtering and deducting discounts in reports. The Community space is always here to assist you.

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