Thank you for the detailed information. After hours of trying to figure out how to do this you. Helped in 2 seconds.
@QuickTrainer
Жыл бұрын
Thank you for taking the time to comment and your kind words @robslizzy!
@stephaniemaber7292
6 жыл бұрын
Wish I found this video an hour ago! You answered my question so quickly thank you so much!!!
@restabanz
5 жыл бұрын
I like the video and it is exactly what I am trying to do. The only other steps I need to learn is how to make the output into a data table -- in other words, create a output without the headers for each customer, and then be able to export this as either an excel, or csv file. Any advice?
@gonzalex2002
Жыл бұрын
My friend quick question how can I make a cash report only sometimes we pay by check but also sometimes we pay by cash and I want to know how much I expend in cash only The way how I record the cash transaction is like if I make a regular check but the checks say cash
@iqbalkheyratty3057
2 жыл бұрын
Hello I want to know how to show customer vat number on VAT detailed Report
@harlenphotography
6 жыл бұрын
I have a customer that owes some sales tax on specific invoices that the sales tax was left off on the original bill so I went back and added it is there anyway to run a report with just those specific invoices that everything but the sales tax has been collected.
@MrDarkpit69
7 жыл бұрын
Looking good, but how about the profit per item and customer, how can we do that?
@marvinadhikari9751
3 жыл бұрын
Thank you
@QuickTrainer
3 жыл бұрын
You're welcome
@yasirhussain3217
3 жыл бұрын
Hi.... I am using quickbooks plus.... How I can customised the a/r report.... Like I want from this date to that date... How I can check
@QuickTrainer
3 жыл бұрын
Hey YASIR HUSSAIN, thank you for your comment. I can certainly help you with this. Please call us at 910-338-0488 and we will be glad to help you! Thanks, Jim
@peggyingram4384
5 жыл бұрын
Is there a way to view the customers that you have invoiced within a certain date range?
@karenpage7830
7 жыл бұрын
Hi Jim......Love this report but I need a column for how much has been paid. Any way to add that to this report?
@lindal.soo-hoo112
8 жыл бұрын
Thank you for sharing the video! How do I generate the memorized reports for the Fedex ? For instance, I would have to shows the all different type of the shipping methods as Fedex overnight, priority, 2nd Day, 3rd Day, ground. Also, we have two locations so I have to indicate that using Fedex services.
@asiamoore3964
6 жыл бұрын
Hey Jim - how do I format this report without the Totals for all customers and with the customer address information?
@mnminnmn
6 жыл бұрын
how do you use an item custom field as a filter?? i have tried it and nothing shows up.
@clarisas7440
6 жыл бұрын
Just the report I needed! Thank you. Is there a way to get the total on the qty column?
@clarisas7440
6 жыл бұрын
My apologies. I have 2009 Quickbooks
@cyruskingoo5131
3 жыл бұрын
Hi, how do I include the item buying prices in this report?
@QuickTrainer
3 жыл бұрын
Hey Cyrus Kingoo, thank you for your comment. I can certainly help you with this. Please call us at 910-338-0488 and we will be glad to help you! Thanks, Jim
@elijahtad8121
7 жыл бұрын
How would I print the above report for each account? For example, if I want to print this report for each individual - Bowden, Bowen, Harrelson, etc. Would I have to manually make a report for each and then manually click print for each? I am hoping there is some type of filter or customization that you have experience with to make my life easier!
@QuickTrainer
7 жыл бұрын
Elijah, build the report as instructed in the video. To print by each customer, click on Print, Report. When the Print Reports screen appears, under the section of this screen where you see "Page Breaks" you will see an option, "Page break after each major grouping". Selecting this option will create a printed page(s) for each customer grouping.
@martharest9776
4 жыл бұрын
If you chose Last Fiscal Year, will the items show just the total of each item for each customer?
@QuickTrainer
4 жыл бұрын
Yes, you can elect to show any date range you desire.
@lesleefowler2368
8 жыл бұрын
Hope you can help me. Quickbooks Contractor 2016 - run your report above but when go to filter name (2:54) it does not have a drop down of Select Name. The center area is blank. Like the report but cannot designate one particular customer. Can you help?
@QuickTrainer
8 жыл бұрын
Hey Leslee, if you want to call me at 910-338-0488, I can remote into your computer and help you with this. It will only take a few minutes.
@lilmermaid1069
7 жыл бұрын
How do I get a report with an added column showing our cost vs the sale price for a specific customer? Thank you. Ill try it on monday
@qtiadmin
7 жыл бұрын
I believe you are looking for a different report. Try this... go to Reports, Jobs, Time & Mielage, Job Profitability Detail. When prompted for a customer, select the customer you would like to see. This report will show you actual cost vs actual revenue. If you have done multiple jobs for the same customer, you will to limit the date range you are reporting or even better, setup seperate jobs for that customer.
@MrErbevins
8 жыл бұрын
How would we run the report that shows a summary sales summary of each item. This shows each invoice. Would prefer a more concise reportr
@QuickTrainer
8 жыл бұрын
+Earle Bevins - You could go to Reports, Sales, Sales by Item Summary. However, I believe you may be asking how can you see an Item Summary Report by Customer. Unfortunately, this is not a simple task; in fact, given the default QB Report tools, it may be impossible. But, if you want to see an Item Summary report by a single customer, then utilizing the same report I reference above (i.e., Reports, Sales, Sales by Item Summary), next click on Customize Report, Filters, Name and then enter the customer name and click OK. This report will show you the items purchased by that particular customer. Of course, you can edit the date range to report on the date range you are interested in. I hope this helps!
@jesserigon992
7 жыл бұрын
Sales by Item Summary report. Then add a filter for name-multiple names- choose your customer. You have to do it per customer because it won't seperate it it for you per item if you select multiple names in this report type.
@Sha362
6 жыл бұрын
Jim where do i go to find my gross sales for 2017? Thanks
@QuickTrainer
6 жыл бұрын
Hey John, go to Reports, Company & Financial, Profit & Loss Standard. Change the date to Last Year. In the Income section, at the top of this report, will be your gross sales.
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