Thanks for joining this thread, @buzz21. I’ve got some information about the service date on QuickBooks reports.
I recognize how the service date detail becomes handy in your year-end preparation. At the moment, it's unavailable in the Profit and Loss reports. You may consider generating Sales by Customer Detail report as a way around this. It has complete info on your customer transactions. To do so, please refer to the steps below:
- Go to the Reports menu.
- Locate or search Sales by Customer Detail.
- Select the date period and press the Run report button. You can click the Customize option to filter the transaction to Invoice only.
- Click the Small gear icon, then tap Show More.
- Find and select the Service Date option.
You can export it to Excel or memorize it. This way, you can access the information quickly without going through the customization process again.
QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features to streamline processes that suit your business needs.
I recommend sending feedback to our Product Development team about your idea. They can take a look and might consider this as part of the future enhancements.
Please let me know if there’s anything else that I can help you with about reports. I’ll be more than happy to help. Have a great rest of your day!
