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info2078
December 7, 2024
Question

I need to create a report so I can fill in my excel spreadsheet with the following columns - Date, Invoice Number, Customer, Invoice total. I can't seem to do it

  • December 7, 2024
  • 1 reply
  • 0 views
I've tried Reports - Sales and customers - Sales by Customer Type Detail and then selected the columns I need but although I get the info I need, the invoice numbers are listed multiple times for each item on each invoice, for example - 4 items on one invoice totally £40 is shown as 4 lines with £10 on each line. The report also includes discounts percentages too which affect the total when I add it ot excel

    1 reply

    J
    JoanaC
    December 7, 2024

    I'll be more than happy to assist you with running and exporting your report, @info2078.

     

    Currently, QBO does not support the functionality of getting the total amount of an invoice without the discount percentage affecting it. However, you can use the Invoice List report to view the total amount, and the invoice number does not duplicate.

     

    Once the report is exported to Excel, you can manually adjust the total by adding back the discounted amount. It will allow you to see the original total before the discount is applied. Ensure to add the discount amount back to the net total to reflect the full original amount.

     

    Example:

    The invoice amount is £25, and there is a discount of £5. Therefore, the total comes to £30. (£25 +£5 = £30)

     

    Moreover, visit this link to customize your reports in QuickBooks Online.

     

    Additionally, for your future reference, check out this link to learn about customizing your sales templates.

     

    Let me know if you still have questions about your reports. Have a great day, and take care.

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