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How do I run a report of payments received for a specific product/item, grouped by client?

 
7 Comments
QuickBooks Team

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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. 

 

Here's how: 

  1. On the left navigation bar, click Reports.
  2. Enter Sales by Product/Service Detail in the Search field. 
  3. Set the date or period of the report.
  4. Click the Customize button.
  5. In the Rows/Columns section, select the Group by drop-down arrow and click Customer1.PNG
  6. In the Filter section, place a check mark in the box for Payment on the drop down selection.2.PNG
  7. Click Run Report to finish.

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. 

Level 1

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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.... 

QuickBooks Team

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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.

Level 1

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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. 

QuickBooks Team

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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: 

  1. Go to the Reports page. 
  2. Type and select in the search field, Journal
  3. Click the Customize button to add the Product/Service and Transaction Type column. 
  4. Under the Filter section, check the Transaction Type box and select Payment and Invoice
  5. Click Run report

Reach out to me if how this works on your end. Thanks in advance!

Level 1

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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. 

QuickBooks Team

Re: How do I run a report of payments received for a specific product/item, grouped by client?

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:

  1. Go to your Reports menu and search for Sales by Product/Service Detail report.
  2. Click the Customize button at the top-right and then set the Report period.
  3. On the Rows/Columns part, group it by Product/Service.
  4. Then, tap the Change columns link to select and reorder columns.
  5. On the Filter part, add Transaction Type, Product/Service and A/R Paid.
  6. Hit the Run report button once you’re done.

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!

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