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richard91
Level 2

Hi, Does anybody know a way of reporting sales by Class and Month but using the Service date to determine month rather than the Invoice date? Thanks

 
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Best answer November 18, 2020

Accepted Solutions
MaryLurleenM
Moderator

Hi, Does anybody know a way of reporting sales by Class and Month but using the Service date to determine month rather than the Invoice date? Thanks

You can add a filter to the report for service date, richard91.

 

Customizing the Sales by Class Detail report to show sales transaction based on service date is easy. Here's how:

  1. On the Reports page, open Sales by Class Detail report.
  2. Click Customize.
  3. Under Filter, check the box beside Service Date.
  4. Run report.

Here's an article to learn more about managing reports in QuickBooks Online: Customise reports in QuickBooks Online.

 

If you have other questions about report customisation, don't hesitate to leave a reply.

 

 

 

 

 

 

 

View solution in original post

2 REPLIES 2
MaryLurleenM
Moderator

Hi, Does anybody know a way of reporting sales by Class and Month but using the Service date to determine month rather than the Invoice date? Thanks

You can add a filter to the report for service date, richard91.

 

Customizing the Sales by Class Detail report to show sales transaction based on service date is easy. Here's how:

  1. On the Reports page, open Sales by Class Detail report.
  2. Click Customize.
  3. Under Filter, check the box beside Service Date.
  4. Run report.

Here's an article to learn more about managing reports in QuickBooks Online: Customise reports in QuickBooks Online.

 

If you have other questions about report customisation, don't hesitate to leave a reply.

 

 

 

 

 

 

 

View solution in original post

richard91
Level 2

Hi, Does anybody know a way of reporting sales by Class and Month but using the Service date to determine month rather than the Invoice date? Thanks

Thank you.

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