Hello there, @Max Sales. I'm here to help you pull up a sales report that will tell you which products were sold to each Job.
You can pull up a Custom Transaction Detail Report in the reports menu. You can also customize it to show more details about that report.
Here's how:
- Go to the Reports menu.
- Choose Custom Reports and then Transaction Detail.
- On the Display tab, select to add the Item, Item Description, and Qty columns.
- From the Filters tab, you can add more filters if you want like the Detail Level, Transaction Type, and Paid Status.
- Then select OK.
- Also, you can add From the Total By dropdown, select Customer.
For more information about customizing reports, you can check out this article: Customize customer, job, and sales reports in QuickBooks Desktop.
You can also save the report so you can use it again in the future. You just have to select Memorize at the upper corner of the report. Here's how you can find the memorized reports:
- Go to the Reports menu.
- Select Memorized Reports.
- Then, Memorized Report List.
I'll be around if you need anything else or if you have any further clarification in customizing your reports. I'll be here to assist you at any time. Have a blast!
