Categories
Customers Reports Sales

How do I generate Income by Invoice report in QBO

Run Transaction Detail by Account report.
Customize > Lists >
Transaction Type = Invoice
Distribution Account = All Income Accounts
Change report title (optional) = Income by Invoice

income by invoice filter
income by invoice filter

This customized report should show income by invoice. Filter for Invoices for the time period as needed. You can further customize the columns (add or remove) by selecting “Change Columns” button.
Save Customizations button, to make it your own customized (memorized) report.

income by invoice report
income by invoice report

 


 

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