Category from Invoice does not appear on Itemized Category Report

lluczek
lluczek Quicken Windows Subscription Member ✭✭
in Reports (Windows)

I entered the correct category when I set up the invoice. The payments were received (they show as transfers to the business checking account) but the Itemized Category Report does not show the payments to the category that was entered on the invoice. I would like to see invoiced and non-invoiced income on the Itemized Category Report for tax purposes. The Cash Flow Report in the BUSINESS section does show these payments in the correct category. Thank you

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Double check your report customization to insure that the category is included.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • lluczek
    lluczek Quicken Windows Subscription Member ✭✭
    edited December 2025

    I checked again and see that the Customer Invoices Category is at the bottom. When I selected that the transactions were picked up by the report and display at the bottom under TRANSFERS. Thank you, Lisa

Categories