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IHADP
Level 1

Reports - Client Payments By Product/Service Category

How can I get a report that shows customer payments by product/service for a time period. For example if I want all customer payment by service/product category for October. Not what was billed but what was actually actually collected or paid that time period by product/service category?

3 Comments 3
Irene R
QuickBooks Team

Reports - Client Payments By Product/Service Category

I guarantee that customizing your reports by product/service for a specific period in QuickBooks Online (QBO) is possible, @IHADP.

 

Let me guide you through the process of personalizing your reports according to your wants by following the steps below:

 

1. On the left panel, choose Reports.

2. In the Find report by name tab, type in Sales by Customer Type Detail Report.

3. Click Customize.

    • On the General section, click the tab under the Report period. Then select Custom to customize the date range.
    • On the Rows/Columns section, tap the tab under the Group by, then select Product/Services to divide them by categorizing them.
    • On the Filter section, you can choose the transaction type you want to apply.

4. Then tap Run Report.

 

If you want to gain an understanding of customizing your reports, you can check this article: Customize reports and create Custom Summary Reports in QuickBooks Online Accountant.

 

Furthermore, I'm adding this article, which will provide instructions on how to save your existing customized settings: Memorize reports in QuickBooks Online.

 

Feel free to comment below if you have other inquiries about your reports in QBO. I’ll jump right back to assist you. Have a great day!

IHADP
Level 1

Reports - Client Payments By Product/Service Category

Thank you!

AldritchM
QuickBooks Team

Reports - Client Payments By Product/Service Category

You're most welcome, @IHADP. It's good to hear that you were able to to view the report to check your customer transactions by product/service category. We'll also add these articles for future use:
 

Please keep in mind that our forum page and this thread are both open for any additional questions or concerns. Take care always!

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