cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Screen Doctor
Level 1

Showing Shipping only report?

I am currently on the self-employed plan, I know this feature may not be accessible on this plan but hopefully I can upgrade to the Plus (someone please say if this is possible, hope I don't have to start again)

 

Is it possible to show a report spend on postage and packaging in a report?

 

For example:

Invoice customer £90

Postage £10

 

I want it to show the amount spent on postage in a tax year so I can deduct it from my income at the end of the year. The customer pays the postage and packaging.

1 REPLY 1
Ryan_M
Moderator

Showing Shipping only report?

Hi @Screen Doctor,

 

I'm here to take care of your concerns.

 

For your first question, take a look at this article for the steps on how you can import your QuickBooks Self-Employed data: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

If you have QBO Plus, you can use class tracking and assign it to the line item that shows the amount for postage. As for the report to use, it's the Sales by Class Detail.

 

Additional details on this process are in this article: Get started with class tracking in QuickBooks Online. It's a step by step guide on how you can utilize classes in QBO.

 

Have other questions in mind? Place them below, and I'll get back to you. 

Need to get in touch?

Contact us