REPORT WITH TOTAL WHEN ONE LINE ITEM IS ZERO

I know of a report in QuickBooks Desktop (QBDT) where you can determine which invoices have the Periodic Charge item, Kaya.

Currently, QBDT doesn't have a specific report that shows the total invoice amount for just customers with a specific item. However, you can pull up a Sales by Item Detail report and utilize the filters to see the details you need.

I'll show you how:

1. Go to the Reports menu, and choose Sales by Item Detail report from the Sales section.
2. Click Customize report, and go to the Filters tab.
   
3. Choose the Item, Transaction Type, and other filters needed.
    
4. Filter the Date.
   
5. Tick OK to save the changes.
    

You'll just have to take note of the invoice numbers to calculate the total.

Moreover, save the customization settings of your report if you want to use the same settings in the future. This way, you won't have to go through the process again.

The QuickBooks Community is always here to support you if you need more assistance with pulling up specific reports and modifying them. Stay safe always.

@KAYAREEYES  The only way that comes to mind is to utilize the Class system.

Specifically, if you create a Class (say, Periodic Charges) and apply it to the invoices containing this charge, you will be able to apply a filter so that only invoices with that particular Class show up.

In this case, you would be able to use the Custom Transaction Detail Report (or any report that has an option to filter by income type) to generate a report classed to Invoices and the appropriate Class, showing a total of the sales and any sales tax involved for all invoices within the selected time period.

Also, no need to visually yell.

@Carneil_C  What variant of Accountant Desktop are you using that has a B-Day filter? None of my versions do.

That did not get me what I wanted - since PERIODIC CHARGE is 0.00 once I ONLY select that I get a report of zero's.  ---- Remember my periodic charge items is ALWAYS zero since it is just an information item on their invoice.

If I select other items ... .I get even the ones that don't include Periodic Charge.

You can run two reports and combine them manually in Excel, Kaya.

The option to create a report that shows the total invoices of a customer assigned to a specific item is currently unavailable. As a workaround, you can run two Transaction Detail reports with different customization.

The first one is for all customers that contain all items per invoice, while the other is for Customers that have Periodic charge items.

For the first report, here's how:

1. Go to the Reports menu, choose Custom Reports, and click Transaction Detail.
   
   
2. Click on the Filters tab, choose Transaction Type, and select Invoice.
   
   
3. Choose the Item and select All items.
4. Click OK.
   
   
   

For the second report, refer to these steps:

1. Go to the Reports menu, choose Custom Reports, and click Transaction Detail.
   
   
   
2. Click on the Filters tab, choose Transaction Type, and select Invoice.
   
   
3. Click Item and choose Periodic Charge.
4. Hit OK.
   
   
   

After doing so, you can combine the two reports by exporting them to Excel. Use the second report as a reference to check which customers are associated with Periodic Charge. If a customer is not associated with Periodic Charge, delete it from Excel.

Moreover, you can visit this article for your future use if you want to export reports to Excel from QuickBooks Desktop: Export reports as Excel workbooks in QuickBooks Desktop.

Feel free to come back to this thread if you have any concerns about pulling up reports. We're here to assist you promptly and effectively.

This doesn't work.  As I mentioned that ITEM is 0.00 and when I filter and select it all I see is that line items at 0.00.

I want to see those customers (with that particular 0.00 item) the WHOLE invoice amount.

You're right about when you filter a report by a specific item, QuickBooks looks at that exact line rather than the whole transaction total, which leaves the data full of zeros. Since there isn't a built-in report for this, using Customer Types is a great workaround.

By classifying these specific clients, you can run a standard sales report and filter it by that group. Allowing you to view their full invoice totals with the $0.00 item. First, we need to create a QuickBooks label to identify these specific customers. Here's how:

1. Go to List, then choose Customer & Vendor Profile Lists.
2. Select Customer Type List, then click on the Customer Type dropdown.
3. Click New.
4. Enter its name as "Customer with a periodic charge", then click OK.

Once you've created this type, you have to tag the relevant customers by going to their profile through the Additional Information section. After that, generate the Sales by Customer Detail report and filter it by customer type. This will provide information on their periodic charges, other items, and total invoice amounts.

Let me know in the comments below if you have further questions.