Question

Create report that lists customer name and service dates on all invoices in a date range

Forum|Forum|7 years ago
February 5, 2019
4 replies
29 views

I need a report that will show sales transactions for the previous month, including item, service provided and service date (in addition to the invoice date). I want to check at months end that invoices were dated correctly (we back date our invoice to match when services occur). I found a previous post here that said the Sales by Customer Detail report could be customized to show the service date, but it is not an available option. Only invoice date, ship date, deliv date and due date show up as items that can be selected.

Thanks!

A

Anonymous

Unfortunately you can't include the Service Date on reports.

AlcaeusF

Level 14

Thanks for dropping by the Community, @smartin2.

I appreciate you checking other posts to look for a solution. Allow me to chime in for a moment and share some information about the adding Service Date on QuickBooks Desktop (QBDT) reports.

Yes, @197905 is right. Adding Service Date on the Sales by Customer Detail report is currently unavailable in QBDT. I can see how this feature would be helpful for you and your organization, and I'm going to submit feedback directly to our Product Development Team for consideration in future updates.

I also encourage you to submit feedback as well. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

Here's how:

1. At the top menu bar, go to Help and pick Send Feedback Online.
2. Enter your request/product suggestion, then click Next.
3. Choose Skip and send a message, then select Feedback as the Category.

That should answer your concern for today. Please let me know in the comment section if you have any follow-up questions or concerns. I'll be here to answer them. Take care and have a good one.

qbteachmt

Level 11

@smartin2

What is the Source Data for these services?

If you know the Source data is Timesheets, for this: "I want to check at months end that invoices were dated correctly (we back date our invoice to match when services occur)."

Then you run Time reports, and you include in your Display the columns for Billed, Unbilled, and Not Billable. That's how you review if Billable time got Invoiced. Example:

In Nov, I invoice at the End of the month for all time in that month. That means the Timesheet reports with tasks from all of Nov, is what I examine.

Please see my attachment.

Or, your services are performed by subcontractors, so you run Unbilled Costs by Job, for the date range in Nov, and change the Unbilled Filter to Any. Now you see them as Billed, Unbilled and Not Billable.

R

ReliableRoofing

Any update on adding an invoice report that can include service dates? This can't be a hard fix in QB. It should be common sense to have it. Especially in service related businesses.

J

JayCaeR

QuickBooks Team

I understand how helpful it would be for your business to include service dates on invoice reports. Currently, there is no update regarding a native feature that allows you to add a dedicated Service Date column to summary invoice reports.

As a workaround, consider using the Memo field at the bottom left of the screen to enter your Service Dates when creating an invoice.

Additionally, because this feature is important for service-related businesses, I recommend submitting this feedback directly to our development team. Customer input is incredibly valuable to us, as it directly drives our system improvements.

Please don’t hesitate to reach out if you have any other concerns.

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