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I own and operate a small plowing business and I would love to be able keep track of how many times I plow and sand each customer with the click of a button and then have that be auto calculated at the end of the month for their invoice.
Is there a way to do that with Quickbooks?
Hi there, kvandale42.
Thank you for visiting the QuickBooks Community. I'll be sharing details about tracking entries to auto calculate at the end of the month. Then, ensure that you'll be able to perform an alternative way to achieve your goal.
Keep track of how many times you plow and sand each customer with the click of a button and have that transaction be auto-calculated at the end of the month for their invoice isn't currently available. However, there are dozens of reports in QBO that tell you about different aspects of your business. That said, you can run the Transactions List by Customer and customize it. This gives you a complete list of all transaction types you've done with the customer and you can see the auto-calculated amounts at the end of the month for their total invoice.
Here's how:
For additional details on how you can customize various reports and focus on the details that matter the most to you, you can open this article: Customize reports in QuickBooks Online.
Lastly, I'm adding this article to view which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.
You're more than welcome to visit this thread again if you have other questions about reports. Just add the details in the comment section and I'll help you out.
Consider having a field service app to integrate with your QBO.
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