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Pancho1953
Level 1

custom report

i need to create a report of all billed items to a client and group by item.

1 Comment 1
Eman_E
QuickBooks Team

custom report

I can help you create a report of billed items in QuickBooks Desktop, @Pancho.

 

You have the ability to run a Unbilled Cost by Job Report and personalize it to suit your needs.

 

Here's how:

 

  1. Log in to your QuickBooks Desktop account.
  2. Go to Reports, then hover your mouse to Customers & Receivables. Then click on Unbilled Cost by Job.
  3. From there click on Show Filters at the top menu then, change the Billing Status from Unbilled to Billed.

image_17.png

 

At the moment, we don't have a particular report that allows us to present the items billed to the client and then group them by specific categories or types.

 

Moreover, you can visit this article for future help to help you be more productive with your data in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

If you have any further questions or need assistance with reporting, please don't hesitate to reply to this thread. I'm here to help. Take care and I wish you continued success.

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