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Established Member

Custom Reports

Hello,

 

I am using QB for Mac 2015.  Need to create a report for a client that shows just the invoice date, invoice number & invoice amount.  Similar to the attached.  I Can't find a way to do that.

 

Thanks.

1 Comment
QuickBooks Team

Re: Custom Reports

Thank you for reaching out to us, @dssjinny,

 

I can share some insights on how to customize a report in QuickBooks Desktop for Mac.

 

You can apply several filters to your report to get the information you'd like to view. Here's how:

  1. Go to Reports.
  2. Choose Report Center.
  3. Double-click the type of report you want to create
  4. In the Report window, click Filters at the top of the report.
  5. On the filters window, select the check box next to the filter you want to use. (Example: AmountTransaction Type and Date)
  6. Set the options for the filter, if needed.
  7. Click Apply.

That should give you the information you need, @dssjinny. You may also want to check page 204 of this article to know more about customizing QB Mac reports: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf

 

Please let me know if there's anything you need help with. I'm always around to help you. have a great day!