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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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dring
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01/31/12 9:42am PST
Viewed by asker 02/14/12 3:50pm PST

transaction detail by account

QuickBooks UK

is there a way on transaction detail by account. to just have the total invoice value. for each individual invoice.instead of all items on that particular invoice.

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02/09/12 5:54pm PST

Go to the Reports>Jobs, Time & Mileage>Job Profitability Detail and enter the customer

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02/10/12 7:12am PST

Yes if you change the total by selection to customer and scrol to teh income account tolistteh invoices. or better still tell us what do you use this report for as there is possibly a better way.

If this post was helpful or answers your question, please either mark the answer as Helpful or Solved. This will then close your topic). Otherwise, let us know if you have more questions.
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dring
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02/12/12 6:18am PST

i want a report on sales. but it shows every detail on each invoice instead of total invoice value.

so e.g if i have had 40 sales so far this year. it wont just show me the invoice value for each sale. but the detail on every line of each invoice. which i dont want.

quick books says there isnt a way to show what i want. which i find strange. hence why i have  put it out there to see if someone know how to do it.

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CountryMusicMom
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02/12/12 11:03am PST

Are you wanting a summary of each sale, or a summary of all sales?

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02/12/12 12:25pm PST

summary of all sales. where i think  is the problem. cant understand why this isnt available simply.

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CountryMusicMom
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02/12/12 12:35pm PST

Have you looked at:  Reports>Sales>Sales By Item Summary?

 

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dring
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02/13/12 8:45am PST

thanks, but this gives me all the detail on invoice. which is not what i want.

i just want the total invoice value for each individual customer on a report. for year to date.

thanks for trying. but nothing works. really  cant understand why this isnt easily available. would have thought many businesses would want this type of report.

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02/13/12 9:14am PST

If you want a total for each invoice for each individual customer, have you tried a customer balance detail report.

You can customize it to only include invoices and the dates that you want.

That gives you the total for each invoice for each customer.

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The transaction list for customer then filter for transaction type select Invoice & sales  receipt if you wish, or any selection that you need and you get what you want.

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