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HTF
Level 1

Listing Paid Invoices Containing a Particular Product/Line Item

I have searched Google and this forum for the answer, but couldn't find it.

 

I want to make a list of all paid invoices with a particular product/line item (2018 Dues). I then want to use that list to create copies of those invoices for this year's billing (2019 Dues).

 

Is there an easy way to do this? I can't seem to find a filter to show me only invoices with a particular product as a line item.

 

Also, is there an easier way to manage annual dues/fees?

 

4 Comments
Moderator

Re: Listing Paid Invoices Containing a Particular Product/Line Item

Hi there, @HTF.

 

Welcome and thanks for posting here in the Community. I can help pull up the list that you need in QuickBooks Online (QBO).

 

Yes! There's an easy way to pull up the list that has all the paid invoices with a particular product/line item, and that is through Sales by Product/Service Detail report. This report will also help you mange your annual dues/fees in QBO. All you need to do is to make some tweaks on it by simply customizing the report to show all the information.

 

Here's how:

 

1. Go to Reports menu on the left pane.
2. On the search bar, type Sales by Product/Service Detail.
3. Change the Date to This Year.
4. On the Group by drop-down, select Product/Service under Rows/columns.
5. Now, click Customize on the upper right, then go to Filter.
6. Choose Invoice as the Transaction Type.
7. Select the specific product/line item on the Product/Service.
8. On the A/R Paid, choose Paid.

9. Once done, click Run report.

 

That should get you the list with all the paid invoices. For future reference, you may visit this article that tackles customizing reports in QBO: Customize reports.

 

I'd be glad to continue assisting if you should have any additional questions. Wishing you and your organization continued success.

HTF
Level 1

Re: Listing Paid Invoices Containing a Particular Product/Line Item


Yes! There's an easy way to pull up the list that has all the paid invoices with a particular product/line item, and that is through Sales by Product/Service Detail report.

 

1. Go to Reports menu on the left pane.
2. On the search bar, type Sales by Product/Service Detail.
3. Change the Date to This Year.
4. On the Group by drop-down, select Product/Service under Rows/columns.
5. Now, click Customize on the upper right, then go to Filter.
6. Choose Invoice as the Transaction Type.
7. Select the specific product/line item on the Product/Service.
8. On the A/R Paid, choose Paid.

9. Once done, click Run report.

 

That should get you the list with all the paid invoices.

Hi, Fritz. Thank you for the help.

 

I had gotten that far. My question was more for the All Sales/Invoices screens. On the report screen, there is no drop-down for the invoice that lets me select "Copy." From the report screen, I have to click the invoice, then copy it from there. I was hoping to be able to use the Product filter on the https://c32.qbo.intuit.com/app/sales screen to give me the same list, then just one click to the Copy.

 

Thank you, again, for the help! I guess if this is the only way to do it, then that's how it has to be done.

HTF
Level 1

Re: Listing Paid Invoices Containing a Particular Product/Line Item

Also, is there a way to sort the report by Customer instead of by Date?

Found the answer to this one! :-)

 

QuickBooks Team

Re: Listing Paid Invoices Containing a Particular Product/Line Item

Good day, @HTF.

 

I can share more information about reports in QuickBooks Online.

 

Yes, there's a way to sort the report by Customer instead of by Date. Let me show you how to filter the Sales by Product/Service Detail report:

  1. Click Customize.
  2. Click the Rows/Columns drop-down arrow.
  3. For Group by, choose Customer.
  4. Click Run report to refresh the report.

To learn more about customizing reports, you can refer to this article: https://community.intuit.com/articles/1614765-customize-reports.

 

That should do it. Keep us posted if you have other concerns about reports. Wishing you and your business continued success. 

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