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Dan Tackett
Level 1

Custom Customer Transaction Detail Report

I am currently working with a vendor to upload transaction data via CSV file to populate the online customer invoices.  I have made a custom report based on the data needed, only to find that the Item and Item Description columns are not populating at all.  The only column that actually populates is the Memo column, if there is something entered there.  My report must have Item and Item description to populate online invoices correctly.  Additionally, I would like to be able to filter based upon client payment method as selected in QB client record.  Please help as I need to get this project completed.  Thank you in advance

1 Comment
HoneyLynn_G
QuickBooks Team

Custom Customer Transaction Detail Report

Hello there, Dan Tackett.

 

Thank you for choosing QuickBooks as your business partner. I can help you run and customize a report that has all the information you need.

  1. Click Reports.
  2. Choose Sales.
  3. Select Sales by Customer Detail.
  4. Click Customize Report.
  5. Go to the Columns section and make sure to put check marks on Item and Item Description.
  6. Choose the Filters tab.
  7. Enter Payment Method.
  8. Select Multiple payment methods.
  9. Click Select All.
  10. Click OK.
  11. Click OK.

 

I'm confident that that's the report you need, Dan Tackett. For more information, please check this article: Customize reports in QuickBooks Desktop.

 

I'm still here to help you more if there's anything else you need. Just click "Reply" to add a message. Have a wonderful day ahead!

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