Good morning,
@ReymondO wrote:
Hi there, @FMW.
We can use the Custom Summary Report instead. This report will give you a summary of the transaction that you've created for a specific period.
Here's how:
- Go to Reports and select Custom Reports.
- Choose Summary.
- In the Display columns by drop-down list, select Total only.
- Go to the Filters section, then filter it by Transaction Type.
- Select Invoice in the Transaction Type drop-down.
- Filter the Dates base on your preference.
- Click OK.
In addition, you can customize your reports in QuickBooks Dekstop to view the details that matter the most to your business. Then, memorize them to save it customized settings.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
Thank you for reply. However, I apparently did not explain myself clearly. The report I was looking is what I have attached.
The ability to customize reports, as you replied, is very helpful for other reports that I need to generate.
@ReymondO wrote:
Hi there, @FMW.
We can use the Custom Summary Report instead. This report will give you a summary of the transaction that you've created for a specific period.
Here's how:
- Go to Reports and select Custom Reports.
- Choose Summary.
- In the Display columns by drop-down list, select Total only.
- Go to the Filters section, then filter it by Transaction Type.
- Select Invoice in the Transaction Type drop-down.
- Filter the Dates base on your preference.
- Click OK.
In addition, you can customize your reports in QuickBooks Dekstop to view the details that matter the most to your business. Then, memorize them to save it customized settings.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
@ReymondO wrote:
Hi there, @FMW.
We can use the Custom Summary Report instead. This report will give you a summary of the transaction that you've created for a specific period.
Here's how:
- Go to Reports and select Custom Reports.
- Choose Summary.
- In the Display columns by drop-down list, select Total only.
- Go to the Filters section, then filter it by Transaction Type.
- Select Invoice in the Transaction Type drop-down.
- Filter the Dates base on your preference.
- Click OK.
In addition, you can customize your reports in QuickBooks Dekstop to view the details that matter the most to your business. Then, memorize them to save it customized settings.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
@ReymondO wrote:
Hi there, @FMW.
We can use the Custom Summary Report instead. This report will give you a summary of the transaction that you've created for a specific period.
Here's how:
- Go to Reports and select Custom Reports.
- Choose Summary.
- In the Display columns by drop-down list, select Total only.
- Go to the Filters section, then filter it by Transaction Type.
- Select Invoice in the Transaction Type drop-down.
- Filter the Dates base on your preference.
- Click OK.
In addition, you can customize your reports in QuickBooks Dekstop to view the details that matter the most to your business. Then, memorize them to save it customized settings.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.
