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SondraF
December 4, 2023
Question

SALES REPORT

  • December 4, 2023
  • 1 reply
  • 0 views

Is there a way (in QBO) to run a sales report that does NOT include the product/service detail.  I need sales reports that include only the total invoiced amount - not broken out by all the products and services included in the invoice.

 

Thanks!

    1 reply

    S
    Shania_C
    December 4, 2023

    Thank you for reaching out to the Community, @SondraF. I'm here to give you steps to generate a sales report that only includes the total invoiced amount without the product/service details.

     

    Step 1: Run a report.

     

    1. Go to Reports.
    2. Find and open the specific Sales Report you want to access.
    3. Select Customize 

    This opens the customization window.

     

    Step 2: Customize a report.

     

    You can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports.

    1. Rows/Columns section: Choose which rows and columns appear on the report.
    2. Select Change columns.
    3. After that, check only the box that states amount and uncheck the Product/Service.
    4. Then, Run Report.
    5. Save custom report.

    Once you have the perfect set of filters, save them so you can run the same report in the future.

    1. After you customize a report, select Save Customization.
    2. Give your report a name.
    3. Select Save.

     

    For more details, please see this article, Customize Report in QuickBooks Online.

     

    Additionally, I will share some resources to help you get the necessary details from your reports: 

     

     

    Feel free to reach out if you have further questions or concerns regarding your Sales Report. Have a great day and Keep Safe!

    S
    SondraFAuthor
    December 6, 2023

    Unfortunately, this did not work.

      Clark_B
      Clark_B
      December 6, 2023

      Hello there, @SondraF.

       

      Allow me to chime in and clarify the steps given by my colleague regarding how to run a sales report without a product/service in QuickBooks Online (QBO).

       

      To generate a report of the total invoiced amount, start by using the Sales by Customer Detail. To filter the report and show only the invoice details, customize it by filtering the date and setting the transaction type to "Invoice" only.

       

      Here's how:

       

      1. Go to the left navigation panel, and select Reports.
      2. Type Sales by Customer Detail, and click it.
      3. Click the Customize beside the Save customization.
      4. Click the drop-down button under the Report period, and Filter the date.
      5. Select the Rows/Columns, and uncheck the Product/Service. 
      6. Select the Filter, and click the drop-down button of the Transaction Type section.
      7. Type Invoice, and click Run Report.

       

      In addition, you can reorder the columns by clicking the Gear Icon of the reports.

       

      I will also include a helpful article that guides you in memorizing reports: Memorize reports in QuickBooks Online.

       

      Please feel free to leave a comment below if you have further concerns about running sales reports or other QBO-related issues. I'll be here to assist you.

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