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Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Balance statement summarizes all invoice line items into a single line. Invoice statement doesn't show payments. And Transaction list shows all customers, when i only want to show a single customer.

Solved
Best answer 10-15-2018

Accepted Solutions
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Moderator

Hello there david, Let me help you with this. There's cur...

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

View solution in original post

6 Comments
Highlighted
Moderator

Hello there david, Let me help you with this. There's cur...

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

View solution in original post

Level 1

Is the customize by customer only available in the Essent...

Is the customize by customer only available in the Essentials version? Also, the Transaction List still shows only one line item for the invoice. It just says "SPLIT" for the details, but I would like to have these listed as separate line items.
Level 1

Re: Hello there david, Let me help you with this. There's cur...

Why isn't there a single report showing the line-item description and the payments? My customers want to see this.  It would save me a lot of time, rather than having to run two reports.

Level 2

Re: Hello there david, Let me help you with this. There's cur...

What is really annoying is Quickbooks Desktop has this, QBO does not. I miss this report so much and it seems like the most basic report to give any customer.

Level 3

Re: Hello there david, Let me help you with this. There's cur...

Is there? I don't see a way to add the invoice's description to a customer's invoices report in QBD.

QuickBooks Team

Re: Hello there david, Let me help you with this. There's cur...

Hello there, Ashley65.

 

The item and item description won't appear if you're tying to pull up the Open Invoices report. Though, there's a report that I can suggest. We can pull up the Sales by Customer Detail report. Then filter it by open invoices. You can follow these steps:

  1. From the Reports menu, go to Sales and select Sales by Customer Detail.
  2. Click on Customize Report. From the Display tab, search and select Memo on the Columns section.
  3. Go to the Filters tab. Search and select Paid Status
  4. Select Open. Click on OK.

Check this article about customize reports in QuickBooks Desktop.

 

You have now a report that includes the item and item description. Let me know if you have other questions.

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