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AtlantaBIRT
Level 2

Quickbooks Desktop Mac 2020 - Invoice column data not showing up in ANY reports

I own a music instrument repair shop and have used Quickbooks since the beginning. I am attempting to export all of the data in my invoices to a spreadsheet. I am able to get all of the data from the invoice columns to show in the report except for one column that I use to input the date that the instrument was actually serviced.

 

I have run over 30 report variations and this one column's data (titled "Serviced") doesn't show up in the reports and also does not show up in the Filters or Options. "Show All" is checked on both.

 

What's going on here? Is there something special about this particular column? If so, how do I determine that and figure out what report I can generate that will include this data?

2 Comments 2
RheaMaeH
QuickBooks Team

Quickbooks Desktop Mac 2020 - Invoice column data not showing up in ANY reports

Thank you for reaching out about the Serviced column not appearing in your reports in QuickBooks Desktop for Mac 2020. I understand the importance of accessing all relevant data, especially when managing invoices for your music instrument repair shop. I appreciate you bringing this to our attention, and I'd like to address your concern.

 

In QBDT the service date can't be displayed directly in the reports. However, you can create custom fields specifically for service dates. This will allow you to input the service date directly on each invoice, making it easier to track and reference in the future.

 

Alternatively, you can include the service date in the memo section of your transactions. This will ensure that the information is readily available and can be viewed in reports.

 

If you need to access the service date, you can double-click on each transaction within the report. This will open up the transaction details where you can view the service date.

 

Additionally, you may refer to this article to learn how to view and modify transactions: View and edit transactions in QuickBooks Desktop for Mac.

 

Our product development team carefully analyzes and prioritizes these to ensure our updates align with your needs and expectations. If you have further questions about customizing reports or other QBDT tasks, post a reply below. We're here to support you and ensure you have the best experience with QuickBooks.

Chrea
Level 8

Quickbooks Desktop Mac 2020 - Invoice column data not showing up in ANY reports

Open the sample file and generate the report. Did you encounter the same problem?

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