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ambitiontours.sg
Level 1

I want to show my client's Medical Invoice separately in QB report, instead of all come under sales.

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

I want to show my client's Medical Invoice separately in QB report, instead of all come under sales.

Good to have you in the Community, ambitiontours.sg.

The option to separate the client's medical invoice from Sales report is unavailable. Once you create an invoice it will be posted to all the reports linked from it like Sales report, Invoice List, Transactions List by Customer, etc.

If you want to show the medical invoices only, you can export the report to Excel. Then, customise it to come up with the data you need.

For more details about customising reports, you can check out this article: Customise your reports in QuickBooks Online.

I have articles here about managing your invoices:

Please reply to this post if you need anything else with invoices and running reports. I'm always here to help.