Add the ability to generate reports with invoice items

Invoice items with Buisness tools
13 votes

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    What sort of reports would you be interested in?  Your request isn't sufficiently specific.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • kevinarant
    kevinarant Member ✭✭
    Reports that break down revenue received from invoice items. By total and by custom dates. Similar to what we can do with the profit and loss statements. This would allow me to better understand what item is generating the most income and what item needs improvement.
  • kevinarant
    kevinarant Member ✭✭
    I have a separate program that allows me to input invoice items and other cost such as payroll and utilities. I then can determine how much of the individual, or combined invoice items ,I need to turn a profit. So you can see how valuable reports on invoice items would be. I believe this would benefit all business owners that use this program.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @kevinarant

    Thank you for taking the time to visit the Community to provide your feedback, although I apologize that the ability to create reports based on invoices items is not currently offered.

    I have gone ahead and changed this post to an idea so that others may vote to see to this feature added to Quicken in the future.

    Please be sure to navigate to the top of the thread and add your vote!

    -Quicken Tyka

  • TimHandyman
    TimHandyman Member ✭✭
    Address book contacts can be used in invoice/payment/check paying functions, but ability to generate more reports such as by city or zip, or even adding address to customer name when reporting payments, is limited or nonexistent.
  • TimHandyman
    TimHandyman Member ✭✭
    Add ability to report by all pieces of information on the invoice - item, category, quantity, rate, amount
  • kevinarant
    kevinarant Member ✭✭
    Yes that would be great
  • dizcasper
    dizcasper Member
    Yes! Save me some spreadsheet time!
  • kevinarant
    kevinarant Member ✭✭
    Again I request reports and breakdown for invoice items. This is necessary to determine which items produce the greatest and least return. Which items need to be promoted, the percentage of overall revenue, etc.