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Replying to:
ChristieAnn
QuickBooks Team

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Hi there, FL_Guru.

 

 

Thank you for coming back and for providing detailed information about your concern in a report that you need. I also appreciate you for confirming that you're using the Desktop version Enterprise 18 so we can share accurate details.

 

You can run the Custom Transaction Detail report and customize this by Total By customer and filter to Detail level in all. This way, you're able to see a summarized version of the invoice level and show both revenue and sales tax data. It also includes whether the entries are taxable or non-taxable.

 

here's how:

 

  1. Click the Reports menu at the top. 
  2. Choose Custom Reports. Then, select Transactions Detail.
  3. From the Total By drop-down, choose Customer.
  4. Go to the Customize Report button. Then, choose the Filters tab.
  5. In the search filters field, type Detail level. Then, select All.
  6. Click OK to save the changes.

 

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For additional information on how you can personalize the font and style of the report, you can click this article: Customize reports in QuickBooks Desktop.

 

Drop me a reply if you have more questions while running Customer and Tax reports in QuickBooks. It's a pleasure to assist you.

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