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KAYAREEYES
Level 1

REPORT WITH TOTAL WHEN ONE LINE ITEM IS ZERO

WE USE AN ITEM "PERIODIC CHARGE" AT 0.00 TO LET THEM KNOW WE WILL CHARGE THEIR CREDIT CARD.

 

I WOULD LIKE A REPORT THAT SHOWS THE WHOLE INVOICE TOTAL - OF JUST THE CUSTOMERS WITH THE PERIODIC CHARGE ITEM.

 

I AM HAVING AN ISSUE SINCE THAT IS ZERO.

 

 

3 Comments 3
Carneil_C
QuickBooks Team

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.
    image.png
  3. Choose the Item, Transaction Type, and other filters needed.
     
  4. Filter the Date.
    image.png
  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.

FishingForAnswers
Level 10

REPORT WITH TOTAL WHEN ONE LINE ITEM IS ZERO

@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.

FishingForAnswers
Level 10

REPORT WITH TOTAL WHEN ONE LINE ITEM IS ZERO

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

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