Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Report showing Paid Invoices and COGS of those paid invoices

Hi, after reading through the forum, I understood how to setup a report showing the invoices that were paid in a particular month.

 

However, is it possible to generate a report showing these paid invoices and the cost of goods sold of these invoices? 

 

Cause I would like to use the total amount of invoices paid minus the COGS to understand how to portion out the funds collected each month. 

 

 

2 Comments
QuickBooks Team

Report showing Paid Invoices and COGS of those paid invoices

Hi there, AVIQ.

 

You can either run a quick report for the COGS or the Transaction Detail by Account report. Then, customize this report to show the paid invoices and the COGS.

 

To run a quick report, here's how:

  1. On the left panel, click Accounting.
  2. Type the COGS account in the search box.
  3. Under the Action column, click the Run Report link.
  4. Choose the Report period, and click the Customize button.
  5. Click Rows/Columns to expand, and check the A/R Paid box.
  6. Click the Filter icon to expand, and choose Invoice from the Transaction Type drop-down list.
  7. Scroll down and select Paid from the A/R Paid drop-down menu.
  8. Click Run Report.

For running the Transaction Detail by Account, you can follow these steps:

  1. On the left panel, click Reports.
  2. Type Transaction Detail by Account in the search box.
  3. Choose the Report period, and click the Customize button.
  4. Click Rows/Columns to expand, check the A/R Paid, Split boxes.
  5. Click the Filter icon to expand, and choose Invoice from the Transaction Type drop-down list.
  6. Select the Accounts Receivable and the COGS accounts from the Distribution Account drop-down menu.
  7. Scroll down and select Paid from the A/R Paid drop-down menu.
  8. Click Run Report.

I'll be around if you have any additional questions or concerns about QuickBooks. Have a great day!

Level 15

Report showing Paid Invoices and COGS of those paid invoices

Run your Profitability reports. Examples:

Reports menu >Jobs, Time & Mileage

Item Profitability <==set it for today

Job Profitability Detail <== Offers for you to select just one Customer

etc.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us