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C
Constdan91
March 19, 2020
Question

Customize reports with transaction history info

  • March 19, 2020
  • 1 reply
  • 3 views

Hello,

 

I would like to know if it is possible to export an excel report of the open invoices including the transaction history so that the report with include columns for the original invoice amount, payments made and discounts taken per each invoice?

 

Thank you

1 reply

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
March 19, 2020

I can help you generate the report that you need, @Constdan91.

 

Here's how to run this report: 

 

  1. Go to the Reports menu and click on Customer & Receivables.
  2. Select Open Invoices. 
  3. Click on the Customize Report button to add the amount, payments made and discount.
  4. On the page that appears, go to the Display tab. 
  5. On the Columns section search for Amount, Amount Paid and Discount Available.
  6. Once done, click the Excel drop-down arrow at the top of the report to export it to Microsoft Excel.

Check this article for more information about this report: A paid bill or invoice shows on report or window of open transactions.

 

Here's more information on how to customize any report that you generate: Customize reports in QuickBooks Desktop. 

 

I'm always here if you need more help in getting the report that you need and or anything else. Have a wonderful day!

    C
    Constdan91Author
    March 19, 2020

    Hi MaryJoyD

     

    My columns does not have the options for amount paid, or discount available.

    Can this be under a different name im not sure which version of quickbooks I am using.

    K
    Kendra H
    March 19, 2020

    Hello, @Constdan91.

     

    Thanks for following up with us about the customization of your reports. 

     

    To determine which version of QuickBooks you have, you can check by pressing F2 on your keyboard. A window will appear that's called Product Information, and you'll be able to see what version you're using. 

     

    If you're using an earlier version of QuickBooks, let's go ahead and upgrade your company file to ensure that you have this feature.

     

    Also, here are some excellent references that you can check out about the installation process of QuickBooks Desktop: 

    Let me know if the information above does the trick. If you have any more questions, please don't hesitate to comment below. Have a good one!

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