topic new here, please help with report setup in Connectivity & Data Prep

new here, please help with report setup

Thu, 27 Oct 2016 23:28:19 GMT

Hello, any help here is greatly appreciated. I need a quickbooks report that shows me sales by customer class. the report needs to show NAME, REP, DATE OF INV, DATE RECEIVED PAYMENT, INV #, PO#, ITEM, PRICE, can someone create this report for me and send me the details of how I generate this report? Thanks so much for your time!

Re: new here, please help with report setup

shraddha_g — Fri, 28 Oct 2016 04:02:08 GMT

Can you explain data source and expected output.

Re: new here, please help with report setup

Fri, 28 Oct 2016 17:27:56 GMT

hello

Yes I am looking for a sales report that will show a specific customer class, the report has to include the date of payment on the invoice along with the check number that paid invoice. the report should also have an item line, that shows all sales items, and will need to also show invoice number and po number. we enter all of this info into quickbooks, we just need the report to give us this info. as listed above, all headings would need to be included. the headings would be for a per column listing. thanks

Re: new here, please help with report setup

Fri, 28 Oct 2016 17:28:31 GMT

this report would be from quickbooks enterprise 2017