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Kevin775384
Level 1

How do i display different items under service line in revenue?

 
1 Comment 1
JorgetteG
QuickBooks Team

How do i display different items under service line in revenue?

Thank you for reaching out with your question on how to display different items under the service line in revenue. I'm happy to help you with this, Kevin.

 

To effectively manage and display various service items under your revenue accounts, it is essential to categorize each product or service under the correct revenue account in QuickBooks Online. When creating invoices, make sure to list each service item separately. This approach will enable you to track revenue for each service more accurately.

 

After categorizing and listing your services, I can assist you in generating and customizing a Transaction List with Splits report in QuickBooks Online to show different items under the service line. Here are the steps:

 

  1. Go to the Reports tab on the left menu bar.
  2. In the Reports page search field, type Transaction List with Splits and open it from the dropdown list.
  3. Click on the Customise button on the top right of the report page.
  4. Under Customise Report:
    • Filter by Transaction Type: Select specific transaction types like invoices or sales receipts to filter revenue-related transactions.
    • Filter by Account: Include only the Income or specific service-related revenue accounts.
  5. Under Change Rows/Columns:
    • Click on Change Columns and select the columns you wish to add to your report.
  6. Adjust the report's date range to reflect the period you want to analyze, then click Run Report.

 

For more detailed information on customizing your report, check this guide: Customize Reports in QuickBooks Online.

 

Additionally, you might want to explore running a Sales by Product/Service Summary report to see how different services contribute to your revenue. Check out this article for more details: Run a report in QuickBooks Online.

 

Furthermore, you can check this article to learn which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

Proper setup and categorization are essential for precise financial tracking and reporting. Please reach out if you have any questions or need further assistance. Wishing you continued success in your business endeavors with QuickBooks Online.