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ltucker
Level 1

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

 
6 Comments 6
MaryLandT
Moderator

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

Hi there, ltucker,

There isn't an option to modify the Transaction List by Customer report to include the Product/Service associated with the invoices. However, I can share another workaround where you'll be able to get this information to appear.

You can pull up and customize the Sales by Product/ Service Detail report. This report shows your sales, grouped by service that includes the date, transaction type, quantity, rate, amount and total.

Here's how:

  1. From the left panel, select Reports.
  2. Look for Sales by Product Service/ Service Detail
  3. Click Customize.
  4. Group by Customer under Rows/Columns.
  5. Select Product/Service by putting a check mark on the box. 
  6. Click Run report to save the changes.
If you need to save this report for future reference:

  1. Click Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down box.
  4. Click Save.
  5. You can then access it through the My Custom Reports (or Custom Reports) tab in the Reports page.
For more details about customizing a report, please read through this article: How to customize reports.

You can now pull up the report to get the information you need.

Feel free to comment below if you need further assistance. I'm always here whenever you need help about reporting in QuickBooks Online.
Tiv
Level 3

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

I don't have a Sales by Product/Service Detail report in my Quickbooks Desktop Pro 2019. I do use the Transaction List by Customer to get the invoice sales and the receivable payments for my Monday morning report. My bosses want to know how much was sold and billed out on invoices as well as how much was paid each week. I have to export it into an Excel spreadsheet, organize it and send if to the pivot table to split it up by month and week.

 

Now, my boss would like me to add a column to my spreadsheet/pivot table that indicates if the items being sold are goods or services. I need to be able to get the part number and what "type" of part number it is on the report. I have no idea how I'm going to include that in the pivot table, but that's for another day. Right now, I just need to be able to get the part number and type of part number it is to the report. How can I do that?

MaryAnn_E
QuickBooks Team

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

Hello there, @Tiv.

 

In the Item Listing report, you can add the Serial number and FAM number in the column. You can customize the report then export it to an excel file. Let me guide you on how.

 

Here's how:

  1. Open the appropriate report.
  2. Select Excel on the report.
  3. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  4. If you want to format the data a specific way, select Advanced. This is optional.
  5. Select the specification sheet in the file you want to export the report to.
  6. Click Export.

 

You can also check this article for further details about exporting data/report to Excel: Export report from QuickBooks Desktop to Microsoft Excel.

 

Let me know if you have any other questions about exporting data to Excel. I'll always be here to help. Have a great day ahead.

Tiv
Level 3

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

I'm trying to not have to open two spreadsheets and put them together. I did that for a long time until I found the Transaction List by Customer report.  I'm really interested in modifying the existing report to put the part number and the part number type on it. I've tried to customize it by adding Item, but the Item column remains blank. Also, I haven't found any type of option to let us put what type of item it is -- whether it's an inventory item, a service, or something else.

IamjuViel
QuickBooks Team

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

Let me share additional information, @Tiv.

 

Currently, the ability to include the items part number and part number type on the Transactions List by a Customer report. However, you can generate and customize the Sales by Customer Detail report. It shows the total sales to each customer and job, broken down by transaction. It includes income from parts, services, and other charge items recorded on an invoice or sales receipt. It does not include income from sales tax or reimbursed expenses.

 

Here's how:

  1. Go to the Reports menu.
  2. Scroll down to Sales.
  3. Select Sales by Customer Detail.
  4. Click the Customize button.
  5. From the Display tab, make sure to include Item, Item Description, Paid.
  6. Hit Ok

By doing including those 3 additional columns, you'd all the items for each invoice you send to the customer and its description. Also, you'd know which invoice is paid or not.  You can read through this article for more detailed steps on how you can customize built-in reports in QuickBooks to suit your business needs: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Always feel free to swing by here if you have other questions about generating and customizing your sales-related reports. I'm always here to help.

Tiv
Level 3

Can you modify the transaction list in a customer account to include the product associated with the invoices that are listed?

Thanks for trying, but this doesn't give us the payment information we need. We're upgrading to a new Quickbooks as soon as I get a new computer next month. Maybe it'll let me add in the columns I need for this report.

 

 

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