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1231 4613 1578 079
Level 1

I created invoice ,and corresponding purchase order ,test fee PO,shipping fee ,now i need to report for this profit how can i export report for this detail?

 
1 Comment 1
MadelynC
Moderator

I created invoice ,and corresponding purchase order ,test fee PO,shipping fee ,now i need to report for this profit how can i export report for this detail?

I’ve got you covered, @1231 4613 1578 079.


In QuickBooks Online, you can run the Transaction Detail by Customer report to get those details you need. You just need to manually open the transactions to get the shipping and test fees.

 

  1. Open QuickBooks
  2. Go to the Reports menu.
  3. Enter/select Transaction Detail by Customer.
  4. Click Customise, then select the date period.
  5. Select Filter, then mark the Invoices and Purchase Order in the Transaction Type.
  6. Press Run report.
  7. Click the Export icon and choose Export to Excel.
    Capture.PNG


You can add a column for fees in the spreadsheet. This way, everything is intact.


I’ve attached a reference in case you want to keep the same report settings for future use: Memorise reports in QuickBooks Online. It helps you access the information quickly to save time.


I'll be glad to help you again if you have more questions about the reports. Just add them to your reply. I'm always here. Have a great day, and please keep safe!