Hello there, gabrield.
I'm glad you've reached out to us. Let me help and walk you through on how to pull up the report you need.
You can pull up the Sales by Product/Service Detail report and customize the Transaction type and Rows/Columns to show the group and payment received.
That should do it! If you have any other questions about report, don't hesitate to leave a comment below. Wishing you and your business continued success.
Payments do not show up on this report even when I check the "payments" box in the transaction type filter... Says report does not contain any data....
Thanks for joining in this thread, @CMG1.
I'm backing up my colleague's suggestion to pull up the Sales by Product/Service Detail report. If you run this report in Cash, the date column that'll show is based on payment received from invoices. However, if it's in the Accrual method, the dates are based on when the invoice is made.
To learn more about navigating a report in QuickBooks Online, please refer to this article: How to Customize Report in QBO.
You can always get back to us here in the Community if you have other questions. I'm just a few clicks away.
Ok I see; but then your colleague's suggestion to filter the reports for payments is incorrect. Even on Cash basis the report is blank when customized for payments.
I have asked this before but I will say it again: it would be really nice to have a report in QB online that shows BOTH invoices and payments (not in the convoluted way this report does. Clearly distinguishing the two transaction types and showing both.) that can be filtered either by Class or by Product.
I'll personally send this feedback to our engineers, CMG1.
Meantime, you can use the Journal report to show the Invoice and the Payment associated to it. However, its itemized per transaction.
Let me show you how:
Reach out to me if how this works on your end. Thanks in advance!
Thanks, but I still can't filter to see only transactions relating one particular Product/Service. Or one Class. Would be very helpful to have a report of this nature.
It’s our pleasure to help, @CMG1.
You can generate a Sales by Product/Service Detail report. This will show your sale transactions by product or service. Then, filter it per Product/Service. Then, under columns, make sure to include Product/Service and A/R Paid.
Here’s how to run this report:
Here’s a screenshot:
Check this article for more information: Use reports to see your sales and inventory status.
I’m always here if you still have questions about generating a report or anything else, by leaving a comment below. Take care and have a great rest of the day!