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Join nowHello. Hoping someone can tell me how to run a report for one thing but shows all customers who has had that one item for the past year. Example: I run a pool and spa company and would like to run a report that shows everyone who had a pool opening done in 2020 and then run another for all who had a pool closing done. Is there a way to do this for that or not? I have tried looking everywhere online and in QB and can not figure it out. I am running QB Desktop Point of Sale 18.0 Pro Level
Thank you
Hi there, PoolGuy23.
To show the data that you need, you can run the Inventory Summary with Activity report. It will post a summary of current inventory which include sales, receiving, and purchasing activity.
To know more about QuickBooks Desktop Point of Sale, see this user guide.
If there's anything else that you want us to help, let me know. I'll be happy to further assist. Have a great day.
I’ll like to be an accounting auditor for companies and businesses and issuing out invoices to them individually
Thanks for dropping by the Community and joining the thread.
Are you trying to apply to be an accountant to manage your clients' bills individually? If yes, you can sign up and create a QuickBooks Online Accountant firm with QuickBooks. Our website offers two options for creating a QuickBooks Accountant firm - either directly from the website or through an invite sent by a client.
If you have never used QuickBooks, TurboTax, or another Intuit product, follow these steps:
Otherwise, if you already have an existing user ID, you can continue to create a QuickBooks Online Accountant firm using it. Here is how:
For detailed and additional information on the entire process, please visit this article: Sign up for QuickBooks Online Accountant.
You can also visit this link that may help you in the future: QuickBooks Online ProAdvisor.
Please do not hesitate to reach out to us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!
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