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kay schexnayder
Level 1

create a report of invoices without showing all lines of invoice detail (only the basic invoice information and amount)

 
1 Comment 1
Sherrie_F
QuickBooks Team

create a report of invoices without showing all lines of invoice detail (only the basic invoice information and amount)

It's great to have you here in the Community space, Kay.

 

I can help you pull up the report you want in QuickBooks Desktop (QBDT) and guide you through the customization.

 

Let's run the Transaction List by Customer as this shows the basic information and amount of the invoices.

 

I'd be glad to show you how: 

 

  1. Go to Reports.
  2. Click Customers & Receivables.
  3. Select Transaction List by Customer.
  4. Under Columns, untick the details you don't want to be included in your invoice.
  5. From there, tick the Amount under COLUMNS.
  6. Once done, hit OK.

 

For visual reference, you may refer to the screenshot below. 

 

Capture.xoxo.PNG

Capture..xoxo.PNG

 

Additionally, you can memorize the report so you won't have to go through the customization process again and find the saved report under Memorized Reports

 

Lastly, here's an article you can browse through in case you need assistance sending reports on a regular and recurring scheduled time: Set up and modify Scheduled Reports.

 

If you still have further queries pulling up a report, please don't hesitate to reach out again. I'd be glad to assist you at any time. Have a good one. 

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