cancel
Showing results for 
Search instead for 
Did you mean: 
-justplayoc-org
Level 1

I want to run a report that shows me how much each person has pad me. I need the names of the people and the service. Is there a report like that?

 
1 Comment 1
JoesemM
Moderator

I want to run a report that shows me how much each person has pad me. I need the names of the people and the service. Is there a report like that?

You can run the Sales by Product/Service Detail report to view the customers that have paid together with the services, justplayoc. Allow me to share you the steps.

The Sales by Product/Service Detail report will display a comprehensive list of customers who made payments and the services they received, along with the amount they paid. To ensure that all transactions are included, make sure to apply necessary filters. 

 

Here's how:

 

  1. Go to the left menu and select Reports.
  2. Enter the Sales by Product/Service Detail in the search bar.
  3. Click the Report Period drop-down and choose a date. 
  4. In the Columns section put a check mark beside Customer, Product/Service, Transaction Type, and A/R paid. You can also add other columns to the report.
  5. In the Rows/Columns, Group it by Customer.
  6. Put a checkmark in the Transaction Type box and choose Invoice and Sales Receipt.
     

BILL.pngBILL.png
You can check out this article for more tips on personalizing your reports in QuickBooks: Customize reports in QuickBooks Online.

In addition, memorizing your report will allow you to save its current customization settings for future reference. If needed, you can also set up a recurring email schedule to send the report automatically.


Please leave a comment if you have follow-up questions about running reports or anything else. I'll be more than willing to answer them. Take care.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us