is it possible to include the service date column from invoices , in the reports columns list within the reports eg under monthly Transaction Report

Yes, Phil. You can include the service date column in your monthly transaction report. I'll be happy to guide you on how to do this.

In QuickBooks Online (QBO), we have the Sales by Customer Detail report that provides a detailed overview of your sales, grouped by customer. This report includes the date, type, amount, and total, and you can customize the columns to display the service date. Here's how:

1. In the left menu, click on Reports.
2. Go to the Standard Reports tab and select the Sales and Customers section.
3. Locate and select the Sales by Customer Detail report.
4. Click the Customize button at the top.
5. Set the report period and accounting method.
6. In the Rows/Columns section, click on the Change Columns link.
7. Find and select Service Date.
8. Set any other necessary filters.
9. Click Run Report when you're finished.

If you want to gain valuable insights into your sales and inventory status, you can easily run reports in QBO. For guidance, take a look at this article: Use reports to see your sales and inventory status.

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