Sales by Product/Service Summary - Need Only open invoices

I recognize your need, @cornerzcrafty.

I know how convenient it is to customize a report according to your needs. QuickBooks keeps finding ways to help improve users' experience.

You may consider exporting the Open Invoices report to Excel, then manually open the transactions to get the item details. Otherwise, you'll have to utilize a third-party app.

You can visit our QuickBooks App Center or simply go to your Apps menu within your QuickBooks Online account. It allows you to find, add and manage apps. I also suggest reading reviews or feedback from other users to help you decide further.

Here’s how:

1. From the left pane, select Apps.
2. Enter a keyword in the Search field, then press Enter on your keyboard.
3. Choose and then select the app to view the details.
   

You might want to visit this reference to learn more about our report features: Run reports in QuickBooks Online.

Don’t hold back to add a comment below if you have other questions or concerns about reports. I’m always here to help.

Hi @cornerzcrafty ,

Kritesh here from Better Reports!

We recently launched our app Better Reports in QuickBooks, which can help create a report that shows invoices by items and the accounts these items are associated with, and filter the report specifically for invoices that have a balance.

Better Reports also has several other built-in reports, along with the ability to create your own. You can also scheduling these to run at a regular cadence and sent to your email or Google Sheets directly so your workflow is automated.

We offer a 14 day free trial, so you can see it all in action.

Also, as part of our offering, we'll be happy to create these custom reports for you as well.

Once you install Better Reports, please contact us and we'll be happy to set this up for you!