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Yogi
Level 4

Details on report for sales by customer when all line items are bill-to incomplete

I have need of a report that shows details of each sale or transaction for a customer whose only invoices are created using "invoice for time and expenses". The description showing on the invoice does not flow to the reports. The description on the invoice is coming from the vendor bill entry and is not associated with any list item. In addition to the description displaying, I have need for the source (vendor) name showing as well. I would appreciate some guidance or a template.

1 Comment 1
SarahannC
Moderator

Details on report for sales by customer when all line items are bill-to incomplete

Hello there, @Yogi.

 

QuickBooks Desktop offers predefined reports that you can use. However, there's no option to get all the details in a report.

 

You can pull up the Transaction List by Customer report. Then, add all the information you need from the report by exporting it to Excel. Once you export each report into an Excel file, merge them into one Excel workbook. 

 

Then, click on the Customize Report button to filter the data and add columns. You can also visit this link for available reports you can pull up in QuickBooks.

 

Let me also share these great resources for additional reference:  

 

 

Let me know if you have other queries with QBDT reports. I'll be around to help you anytime. Take care and stay safe always.

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