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Constdan91
Level 2

Customize reports with transaction history info

Hello,

 

I would like to know if it is possible to export an excel report of the open invoices including the transaction history so that the report with include columns for the original invoice amount, payments made and discounts taken per each invoice?

 

Thank you

9 Comments 9
MaryJoyD
QuickBooks Team

Customize reports with transaction history info

I can help you generate the report that you need, @Constdan91.

 

Here's how to run this report: 

 

  1. Go to the Reports menu and click on Customer & Receivables.
  2. Select Open Invoices
  3. Click on the Customize Report button to add the amount, payments made and discount.
  4. On the page that appears, go to the Display tab. 
  5. On the Columns section search for Amount, Amount Paid and Discount Available.
  6. Once done, click the Excel drop-down arrow at the top of the report to export it to Microsoft Excel.

Check this article for more information about this report: A paid bill or invoice shows on report or window of open transactions.

 

Here's more information on how to customize any report that you generate: Customize reports in QuickBooks Desktop

 

I'm always here if you need more help in getting the report that you need and or anything else. Have a wonderful day!

Constdan91
Level 2

Customize reports with transaction history info

Hi MaryJoyD

 

My columns does not have the options for amount paid, or discount available.

Can this be under a different name im not sure which version of quickbooks I am using.

Kendra H
QuickBooks Team

Customize reports with transaction history info

Hello, @Constdan91.

 

Thanks for following up with us about the customization of your reports. 

 

To determine which version of QuickBooks you have, you can check by pressing F2 on your keyboard. A window will appear that's called Product Information, and you'll be able to see what version you're using. 

 

If you're using an earlier version of QuickBooks, let's go ahead and upgrade your company file to ensure that you have this feature.

 

Also, here are some excellent references that you can check out about the installation process of QuickBooks Desktop: 

Let me know if the information above does the trick. If you have any more questions, please don't hesitate to comment below. Have a good one!

Constdan91
Level 2

Customize reports with transaction history info

I am using quickbooks desktop premier 2017 and do not have the access to make an upgrade.

Is there any options using the version that I have to customize the reports to what i need?

Constdan91
Level 2

Customize reports with transaction history info

I am using Desktop Premier 2017 and unfortunately do not have authority to perform an upgrade.

Are the any options to customize the report to what I need with the version i have ?

GraceC
QuickBooks Team

Customize reports with transaction history info

Hello there, @Constdan91.

 

Yes, you have the option to customize the report you want whatever the version you're using in QuickBooks.

 

Here's how:

  1. Go to Reports.
  2. Select the Report Center.
  3. In the search bar, type the report you want.
  4. Click the Customize Report.
  5. Once done, hit OK.

For more detailed steps, about customizing report please check this article: Customize reports in QuickBooks Desktop.

 

Also, to learn more about running reports in QBDT, you may check this article: Understand reports.

 

Please don’t hesitate to visit us again if you have further questions about QuickBooks.

Constdan91
Level 2

Customize reports with transaction history info

Im sorry,

 

I meant is there anyway to get columns for Discounts and Amount paid on my custom report using Desktop Premier 2017 or are those options only available using newer versions

Constdan91
Level 2

Customize reports with transaction history info

Im Sorry,

 

I meant to ask can i add the columns discounts and amount paid to my custom report on Desktop Premier 2017? Or are those options only available on newer versions

 

Thank you

LieraMarie_A
QuickBooks Team

Customize reports with transaction history info

We recognize the importance of customizing your report, @Constdan91.


Currently, you can only add the Discount Available column to the QuickBooks version that you have. However, this column won't show you the amounts of discounts added to your invoices. Discounts added are considered as a line item.


You'll want to run the Sales by Customer Detail report to show the discounts applied on invoices.

  1. Go to Reports.
  2. Click on Sales and then choose Sales by Customer Detail.
  3. Set the date.

Please see attached screenshot.


It's a great idea to memorize this report in QuickBooks. This helps speed up your work in the future. For more details, check this article: Create access and modify memorized reports.
 

Let me know if you have any questions. I'm always around to help.

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