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Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Balance statement summarizes all invoice line items into a single line. Invoice statement doesn't show payments. And Transaction list shows all customers, when i only want to show a single customer.

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Best answer October 15, 2018

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Highlighted
Moderator

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

View solution in original post

13 Comments
Highlighted
Moderator

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Hello there david,

Let me help you with this.

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).

On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer:

  1. On the left pane, click Reports.
  2. Search Transaction in the Go to Report search field, then select Transaction List by Customer.
  3. Set the correct date range under Report period.
  4. Click the Customize button.
  5. Click the arrow beside Filter.
  6. Under Customer, select the customer you want.
  7. Click Run report.

Let me know if this works for you. I'll be here if there's anything else you need.

View solution in original post

Highlighted
Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Is the customize by customer only available in the Essentials version? Also, the Transaction List still shows only one line item for the invoice. It just says "SPLIT" for the details, but I would like to have these listed as separate line items.
Highlighted
Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Why isn't there a single report showing the line-item description and the payments? My customers want to see this.  It would save me a lot of time, rather than having to run two reports.

Highlighted
Level 2

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

What is really annoying is Quickbooks Desktop has this, QBO does not. I miss this report so much and it seems like the most basic report to give any customer.

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Level 3

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Is there? I don't see a way to add the invoice's description to a customer's invoices report in QBD.

Highlighted
QuickBooks Team

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Hello there, Ashley65.

 

The item and item description won't appear if you're tying to pull up the Open Invoices report. Though, there's a report that I can suggest. We can pull up the Sales by Customer Detail report. Then filter it by open invoices. You can follow these steps:

  1. From the Reports menu, go to Sales and select Sales by Customer Detail.
  2. Click on Customize Report. From the Display tab, search and select Memo on the Columns section.
  3. Go to the Filters tab. Search and select Paid Status
  4. Select Open. Click on OK.

Check this article about customize reports in QuickBooks Desktop.

 

You have now a report that includes the item and item description. Let me know if you have other questions.

Highlighted
Level 3

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Not having the ability to provide a customer a detailed statement with product/service is ridiculous, yet another thing QB Desktop did that QBO does not!  This has got to be fixed, as it is, your statements cause more questions from clients than they do answers.

 

Highlighted
Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Thank you for the quick reply.  It is a contractor/vendor not a customer.

Highlighted
QuickBooks Team

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

I'm glad to see you in the Community, @melaneeposey.

 

Allow me to help you run a report that shows all the line items of the Bills, and all the payments and dates made against it.

 

Here's how:

  1. Click Reports at the left navigation pane.
  2. In the search box, type in Transaction List by Vendor.
  3. Choose the Customize button.
  4. Select the exact date.
  5. In the Rows/Columns section, select the transaction you want to show in the report.
  6. In the Filter section, select Bill and Payment under Transaction Type.
  7. Click on Run report.

If you want to save your current customization, you can refer to this article: Memorize reports in QuickBooks Online.

 

Please let me know if you have any confusion. I'd be glad to help you as soon as I can. Have a great day!

 

Highlighted
Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

These steps don't work in QB online using Essentials.

 

I think I'm trying to get the same as the original post. I am trying to show all of the Line Items of a Bill for a Vendor.

 

Thank you, Cathy

Highlighted
QuickBooks Team

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

I appreciate you clarifying your concerns, @SamataLLC.


You can open and print the bill's transaction journal. It will display detailed information about the specific bill transaction.

 

Here's how:

  1. Open the bill.
  2. Click More from the bottom portion of the bill.
  3. Choose the Transaction Journal
  4. From the Journal Report page, you can change the name of the report to suit your needs. 

Also, you can click on the Gear Icon to customize the information you want to include in the report. 

 

Just click on the Print Icon or Email icon to print or email the customized Journal report top your vendor. Lastly, you can save the customization you made. This way the system would remember the same settings of the reports to be available for future use.

 

Always feel free to swing by here if you have other questions. I'm just a few posts aways

Level 1

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

Is there an option for this same thing in Enterprise (desktop)?

Highlighted
Moderator

How can I run a report that shows all the line items of the invoice, and all the payments and dates made against it?

I got you, Sracine.

 

You can run the Custom Transaction Detail Report to see each line item of the bill. Here's how:

  1. Click Reports on the menu.
  2. Scroll through Custom Reports, then select Transaction Detail.
  3. Select Filters.
  4. Search Transaction Type, then select Bill.
  5. Click OK.

Check out this article for more information for other reports you can customize: Customize reports in QuickBooks Desktop.

 

Stay in touch with me if you have other concerns.

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