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Level 1

See profit/loss by transaction

Is there a way to print a report hat shows the profit margin by invoice and/or by line item within an invoice?

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QuickBooks Team

See profit/loss by transaction

Hello there, @NewOrleansRubber.

 

You can run the Transaction Detail by Account report and customize the transaction type to invoices and the distribution account to all income accounts. This report shows the invoices per line item.

 

To open the report:

 

  1. Go to Reports at the left pane.
  2. Look for Transaction Detail by Account.
  3. Click Customize beside Save Customization.
  4. Under Filter, select Invoice beside Transaction Type and select All Income Accounts beside Distribution Account (select your desired customization).
  5. Click Run Report.
  6. You also have the option to choose what you want to display on the reports page by clicking the small Gear icon beside the Export icon.

 

To print the report, clik on the Print icon in between Email icon and Export icon.

 

Stay in touch if you have any other concerns about running reports in QuickBooks Online. Have a good day!

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