Project invoicing report

tom210 · ‎January 02, 2024

Hello hive-mind,

I run a projects business where we have lots of time, bills & expenses which are allocated to various projects and classes in QBO. When invoicing we then add various different markups & hourly rates to the different line items. We also sometimes add ad-hoc line items to invoices to account for other services not recorded through quickbooks.

Is there a way of running a report (or preferably export the data) that shows all of the line items as invoiced to the client to include the markups etc mentioned above?

Thanks in advance!

JamaicaA · ‎January 02, 2024

We can run a different report to see the markup per item, @tom210. It's my pleasure to walk you through pulling up and customizing it.

Go to the Reports menu, select Sales by Product/Service Detail Report, and click the Customize button at the upper right corner. On the Rows/Columns, tick the Product/Service and filter by Transaction Type. It will show the markup per item according to invoices.

In addition, here's an article to learn more about customizing an invoice template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Lastly, I've also included this helpful guide for ideas about how you can receive payments from your customers: Record invoice payments in QuickBooks Online.

Keep me updated in the comments if you have any other questions. I'll be here to lend a hand.

View solution in original post

JamaicaA · ‎January 02, 2024

We can run a different report to see the markup per item, @tom210. It's my pleasure to walk you through pulling up and customizing it.

Go to the Reports menu, select Sales by Product/Service Detail Report, and click the Customize button at the upper right corner. On the Rows/Columns, tick the Product/Service and filter by Transaction Type. It will show the markup per item according to invoices.

In addition, here's an article to learn more about customizing an invoice template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Lastly, I've also included this helpful guide for ideas about how you can receive payments from your customers: Record invoice payments in QuickBooks Online.

Keep me updated in the comments if you have any other questions. I'll be here to lend a hand.

tom210 · ‎January 05, 2024

Good morning,

Thank you very much for showing me this. It's done the trick perfectly and will make my life MUCH easier!

Thanks again,

Tom.

MelroseV · ‎January 05, 2024

It's good to hear that my colleague was able to assist you in addressing your concerns by guiding you on how to customize and pull up various reports, @tom210. Our top priority is to ensure that all your goals are met in a timely manner. If you have any other concerns in addition to your report, please don't hesitate to share them with us here in the community. Have a wonderful day!

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Project invoicing report