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jonty-yourwaterp
Level 1

Can I give my site manager a printout of the product list of each job, showing exactly which items I have included for ordering purposes? I invoice using hidden bundles.

In other words….my invoice will show a line item which is a bundle, without showing each individual item. I cannot find a way to print my quote sheet which includes each and every item. This would make ordering for jobs so much simpler because my site manager can see what I have quoted on.
1 Comment 1
JoesemM
Moderator

Can I give my site manager a printout of the product list of each job, showing exactly which items I have included for ordering purposes? I invoice using hidden bundles.

Yes, you can definitely do that, @jonty-yourwaterp.

 

You can run the  Sales by Product/Service Detail report in QuickBooks Online. This report will show your sales transactions by product and services.

 

  1. Click Reports on the left pane.
  2. Enter and select Sales by Product/Service Detail report in the search box.
  3. Set the date range.
  4. Click the Customize button.
  5. Select Rows/Columns.
  6. Check the box you want to include in the transactions, then click Run report.

 

Once done, you can click the Print icon and print out the details of the product list. To learn more about adding stocks and tracking the status of your sales transactions, see these articles below:

 

 

Additionally, these articles to help speed up the reporting process in QuickBooks Online: 

 

 

Drop me a comment below if you have any other concerns or further questions. We're here ready to help. Have a great rest of the day.