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purefarmproject
Level 1

Is there is a way to see an itemized list of items from each invoice, including the qty in a report. This is not currently in the invoice rpt. Any ideas?

 
1 Comment 1
LouiseG
QuickBooks Team

Is there is a way to see an itemized list of items from each invoice, including the qty in a report. This is not currently in the invoice rpt. Any ideas?

Yes, purefarmproject, there's a report that specifically displays a detailed itemized list of all items from each invoice, along with their respective quantities. This will allow you to view and analyze the comprehensive breakdown of every transaction effectively. I'll walk you through the steps.

 

In QuickBooks Online (QBO), you can generate the Transaction List with Splits report, which allows you to view a detailed breakdown of each transaction. To access this, please follow the detailed steps provided below: 

1. Navigate to the Reports menu.
2. Enter Transaction List with splits in the search field.
3. Click the report to open it.

 

Once it's open, you can adjust and tailor the settings according to your preferences. This customization allows you to choose which columns to sort the data in various ways and filter the information.

 

Here's how:

1. If you're in the modern interface, proceed to Switch to classic view.
image (17).png
2. Hover over to the Customize button in the upper right corner.
image (18).png
3. In the Rows/Columns area, tick the boxes beside Qty and Product/Service.  

image (21).png
4. Select Invoice from the Transaction Type drop-down menu under the Filter section.
image (20).png
5. Hit Run report.

 

Moreover, you have the option to print, email, and export the report to save it for future reference.

 

Lastly, you may want to explore our QuickBooks Live Expert Assisted service. This offers personalized guidance from professionals, helping you stay organized and manage your business finances more efficiently.

 

 By following these steps, viewing a detailed itemized list of all items from your invoices, including their respective quantities, will be a breeze. If you have any more questions or need further assistance along the way, don't hesitate to reach out. I am here to ensure you get the most out of your QuickBooks experience. Have a wonderful day!

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