The QuickReport in QuickBooks – See the History of a Customer, Item or Vendor Instantly
Ever found yourself trying to figure out why the on-hand quantity of an item went negative?
Wanted to see the invoices and payments for a customer during a particular period of time?
Been in search of the transaction details for inventory, customers or vendors?
If so, the QuickBooks QuickReport is something you’ll want to have in your tool kit! (this is found in QB Pro, Premier and Enterprise – if it exists in QuickBooks Online, I don’t see it…)
ACCESSING THE QUICKREPORT
For example, let’s say that you want to see the history for an inventory part in QuickBooks.
Simply find the part in your item list, highlight it, click the Reports box at the bottom of the item list, then click QuickReport (or CTRL + Q if you prefer keyboard shortcuts). You’ll get a report that looks like this:
As you can see, this provides a great way to visualize exactly what happened with this item during the period.
The same concept applies if you want to see what happened with a customer and/or jobs. Simply find the customer/job, right click on the name, choose QuickReport, and you’ll get a report that looks like this (in this example, I did a QuickReport on the main customer and all the jobs for that customer):
Hopefully having this report in your tool kit will help you save time while working in QuickBooks each week!