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Replying to:
MariaSoledadG
QuickBooks Team

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Hi MIMO2020,

 

Currently, the service date option is unavailable in QuickBooks. You'll want to manually add the service date column on your reports. But before you proceed, make sure to edit the invoice template and add the service date column.

 

Here's how:

 

To add the column to your template

  1. Go to the List menu.
  2. Select Templates.
  3. Choose the invoice template you want to edit and select Edit Template from the Templates drop-down menu.
  4. Click Additional Customization.
  5. Select the Columns tab.
  6. Put a check mark in the Service Date section.

     
  7. Click OK.

After that, add the service date information to your customer's profile.

  1. Click Customer on the upper menu.
  2. Select Customer Center.
  3. Double-click the customer name, go to the Additional Info tab.
  4. Click Define Fields, enter Service Date.
  5. Tick if its Customer, Vendor or Employee.

  6. Click OK.

Lastly, run and customize a report to show service date on the column.

  1. Click Reports on the upper menu.
  2. Select Customers & Receivables.
  3. Choose Transaction List by Customer.
  4. Click Customize Report
  5. Under the Display tab, type Service Date and tick the box.

  6. Click OK.
     

To understand more about reports, please check out this article for your future reference:Understand Reports.

 

If there's anything that you want us to help, reply on this thread. I'll be around if you need further assistance.

 

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