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erik13
Level 3

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

 
7 Comments 7
MadelynC
Moderator

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

I can help you with that, @erik13.

 

You’ll have to mark the Shipping in the Sales form content under Account and Settings to show this detail once you run a report.

 

Here’s how:   

      

  1. Go to the Gear icon then choose Account and settings.
  2. Select Sales.
  3. Click the pencil icon and mark the Shipping under Sales form content.
  4. Hit to Save.

shipping.PNG

 

shipping.PNG

 

You can also set up an additional category like shipping from the Product and Services. So you can easily select the category from the line items every time you create an invoice. Then, you can run Sales by Product/Service Detail report in QuickBooks to show this information. Here’s how you do it:

 

  1. Go to Reports.
  2. Enter/select Sales by Product/Service Detail in the search field.
  3. Click Customize.
  4. Filter the date and other details you want to show on the report.
  5. Select Run report.

shipping.PNG

 

You can check this article to learn more about customization and other report features: Run reports in QuickBooks Online.


If you have an additional concern, just let me know. I’m always here anytime.

erik13
Level 3

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

Thank you very much for the detailed response but unfortunately that didn't solve my problem.  The shipping was already marked in the sales content form.  I will attach screenshots to show my problem.  First off - your solution to create shipping as a separate line item I do understand that. However that has a very big flaw in the quickbooks system.  We often will give a discount to a customer - lets say 10% on goods but we do not want to discount shipping.  If you have it created as a line item and shipping is $30 but then you give a 10% discount - it takes $3 off shipping.  The benefit of having it as a line item is you can run a report and filter by that product and see the amount.  The problem is what I stated before so you can't do that.

 

The solution to that is to add shipping where you have the screenshot - below the discount amount.  All I am asking is - how can I see that amount of shipping in a report?  For example - I have a sales rep that I pay them commission for everything sold but not on shipping since it is a pass through cost.  I want to run a cash sales report and subtract shipping.  If we put shipping at the bottom you can not include it in the report?    Check out the screenshots - you can see the first report is a monthly cash report for this one customer.  The 2nd screenshot will show the invoice for one of the customers where the shipping is in the bottom of the invoice.  

Greenshot 2020-06-02 11.24.17.png Greenshot 2020-06-02 11.26.02.png

 

This screenshot shows me running a cash shipping report for the month to figure out what this customer paid in shipping and it shows every invoice where we have shipping as a line item but it does not show the invoice above that has shipping in the shipping field!

Greenshot 2020-06-02 11.28.53.png

 

 

All I need to know is how can I run a report to see that shipping from the field that quickbooks created for shipping.

ChristieAnn
QuickBooks Team

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

Hi there, erik13.

 

Currently, there's no option to have the amount of shipping to show directly when you run the Sales By Customer Summary report. You'll have to click each customer's name to show the shipping amount or the transactions itself.

 

However, QuickBooks can integrate with hundreds of app. You'll have to go to the App center inside QuickBooks. Then look for a compatible app that will allow you to create a report with the information you want to see in the report.

 

  1. Click Apps in the left navigation menu.
  2. Click the Browse Category drop-down menu, select Data Sync.
  3. Select the app you want to integrate.
  4. Click Get App Now and complete the following on-screen instructions.

 

If you were not able to find a compatible app inside QBO, I suggest looking for a 3rd-party app outside QBO.

 

I'd also suggest visiting our QuickBooks blog site to know more about the latest updates in QuickBooks Online.

 

Please check these articles to see which reports are available for your version of QuickBooks Online and how you can email or export reports:

 

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

erik13
Level 3

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

Do you think that really makes sense?  Quickbooks creates a field called shipping - it isn't a custom field.  And instead of being able to run a report with what you put in that field - you think the easiest thing is to manually search through maybe hundreds of invoices and document the shipping, then create a journal entry, etc?  Why would this field that quickbooks made that charts to shipping income simply not be able to be searched or filtered when running a report?

 

Maybelle_S
QuickBooks Team

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

Hello there, @erik13.

 

If you've entered the amount in the Shipping field of your invoices, we can find the shipping amount in the Profit and Loss report. However, if you've recorded the shipping through a separate service item, it will reflect on the income account you've selected upon creating the item.

 

Here's how you can find the shipping amount in the profit and loss:

  1. Go to the Reports menu.
  2. Select Profit and Loss.
  3. Make sure to change the date, then click Run report.
    2.4.PNG

You can check this article about customizing reports in QBO: Customize reports.

 

Let me know if you have other questions about the reports. I'll be right here to help you out.

MDreher
Level 1

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

So I was able to find where that Shipping field is recording the transactions. It's on the Balance Sheet under Prepaid Expenses Payable (in my case), which Quickbooks has put it under as a Liability. It would have been nice if that would have been called Prepaid Shipping Payable. 

Now I am wondering how this account gets reduced. Do I record the actual Shipping Expense (I paid out) here? 

LieraMarie_A
QuickBooks Team

How to get a report to show shipping amounts from the shipping field quickbooks created on the invoice? I can only get shipping to show if I create it as separate sku?

Thanks for joining this thread, @MDreher. I've got the instructions you need to manage your shipping account.

 

In QuickBooks Online, you can select a shipping account from your advanced settings. Here's how:

  1. Go to the Gear icon and choose Account and Settings.
  2. Select the Advanced tab.
  3. In the Chart of Accounts section, click the Edit icon.
  4. You can select a shipping account depending on your company setup.

 

Then, if you wish to change the Prepaid Expenses Payable account's name to Prepaid Shipping Payable, you can edit it from your Chart of Accounts. Follow these steps:

  1. Go to Accounting and select Chart of accounts.
  2. Locate the Prepaid Expenses Payable account.
  3. Click the dropdown arrow under the Action column.
  4. Select Edit.
  5. Make all desired changes and select Save and Close. 

 

To reduce its balance. you can create a journal entry and debit the liability account. I'd still recommend seeking professional advice from your accountant about this to ensure the accuracy of your books.

 

Feel free to visit the Community again if you need further assistance handling your accounts. We're always here to help. Have a great day, @MDreher.

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