Buy now and save 90% off today
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
waguihnaguibtradeco
Level 1

Can I get a report that shows the following data: Product/Service, Transaction type, Due date and Amount? I can't combine Product/Service and Due date in one report

 
1 Comment 1
IrishA
QuickBooks Team

Can I get a report that shows the following data: Product/Service, Transaction type, Due date and Amount? I can't combine Product/Service and Due date in one report

Hi there, Waguih.
 

You can create a customized view using the Transaction Detail by Account report to add those details.
 

Here's how:
 

  1. Go to the Reports menu and search for Transaction Detail by Account.
  2. Open the report, click on the Columns button at the top. Please ensure to use the modern view of the report to access advanced customization options.
  3. Under Columns section, please select these following:
  • Product/Service
  • Transaction Type
  • Line Due Date
  • Amount

 

Also, please know that Products and services appear under income, cost of sales accounts and other current assets because these accounts track revenue and expenses directly related to sales.
 

If you need a more tailored view, you can also export this report to Excel by selecting the Export to Excel option on the report page. Exporting allows you to further customize the data, such as grouping or formatting it based on your specific needs.


Let us know if there’s anything else you need help with, and we’ll be happy to assist.