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welies0528
Level 1

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

 
5 Comments 5
JamesM
QuickBooks Team

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

Hi there,

 

Thanks for posting in the Community. I'd be happy to give you a hand with running reports.

 

I want to make sure I'm understanding you correctly. What type of reports are you trying to run? 

welies0528
Level 1

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

Hi Im trying to run a report that indicates the service dates I entered in credit memo.  Service dates don't show up in any reports. Only due dates

BettyJaneB
QuickBooks Team

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

Thanks for reaching back out to us, @welies0528.

 

Allow me to share some information about pull up reports that includes service dates in QuickBooks Online.

 

At this time, being able to include the service date of your transaction on the reports isn't an option for us. This is because QuickBooks will only generate the due date and the date as to when was the transaction created. You'll need to open each transaction on the report manually to see the service date.

 

However, the development team is constantly working to improve the product and appreciates the help of users in bringing things like this to their attention. I'd encourage you to visit our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements.  

 

Lastly, here's a good article that you can check out about customizing reports in QuickBooks Online for your future reference. 

 

Don't hesitate to post again if you have any other Questions with QuickBooks. I'm always here to lend a helping hand. Wishing you well.

Nadine-21
Level 1

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

When will the service date populate on reports? What is the reasoning behind having a field be available on the invoice / credit memo but not able to include the same field on a report?

JamesM4
QuickBooks Team

Trying to run a report from sales- customers-credit memos and need the service date to populate in the report. All Im getting is the date I added the entriy?

Hello Nadine-21. Glad to hear from you again. I trust that business is going well on your end. I can see the benefit of having the service dates appear on your reports, however, since this feature isn't available I recommend sending feedback by clicking the Gear icon > send Feedback. Let me know if you have other questions, I'm here to help.

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