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TVon915
May 1, 2020
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What report will show what I invoiced for the month

  • May 1, 2020
  • 1 reply
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My books are cash basis.  I need a report as to what I invoiced a particular month so that I can compare previous months.  When I do a custom report for my invoices, I can get it to show my open invoices for that month but I only need what I invoiced, not what is still owed to me from late paying customers (it shows both).  Also, by doing the custom report, it shows a detailed report with each item I invoiced showing instead of a total for each customer.

 

Best answer by KlentB

We can pull up then customize your Sales by Customer Detail report, TVon915.

 

This is a detailed report that breaks down the sales (invoices) of each item by each transaction. In addition, it shows the total sales for each customer as well as the total sales for each job. I'll guide you in customizing it:

 

  1. Select Reports from the top menu bar.
  2. Go to Sales, then choose Sales by Customer Detail.
  3. Set the Report Basis to Cash.
  4. Click the Customize Report button, then set the appropriate reporting date from the date picker.
  5. Go to the Filters tab, then select Transaction Type from the FILTER menu.
  6. Choose Invoices from the drop-down menu.
  7. Click OK to complete the process.

I highly recommend memorizing this report to save its customization settings.

 

You can also visit this article to be guided in personalizing and designing your reports: Customize reports in QuickBooks Desktop.

 

If I can be of any additional assistance, please don't hesitate to let me know by leaving a comment below. Have a pleasant day ahead.

1 reply

KlentB
KlentBAnswer
May 2, 2020

We can pull up then customize your Sales by Customer Detail report, TVon915.

 

This is a detailed report that breaks down the sales (invoices) of each item by each transaction. In addition, it shows the total sales for each customer as well as the total sales for each job. I'll guide you in customizing it:

 

  1. Select Reports from the top menu bar.
  2. Go to Sales, then choose Sales by Customer Detail.
  3. Set the Report Basis to Cash.
  4. Click the Customize Report button, then set the appropriate reporting date from the date picker.
  5. Go to the Filters tab, then select Transaction Type from the FILTER menu.
  6. Choose Invoices from the drop-down menu.
  7. Click OK to complete the process.

I highly recommend memorizing this report to save its customization settings.

 

You can also visit this article to be guided in personalizing and designing your reports: Customize reports in QuickBooks Desktop.

 

If I can be of any additional assistance, please don't hesitate to let me know by leaving a comment below. Have a pleasant day ahead.

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