I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions.
Here’s the situation:
I am using Zoho Books (Professional).
Each invoice may contain the same item but with different descriptions entered in the invoice line, not in the item master.
I want a report or export that lists every invoice line for Item X, including:
Invoice Number
Invoice Date
Customer Name
Item Name
Item Description (line-level)
Quantity
Rate / Amount
I’ve tried:
Reports → Item Details → But it only shows master item descriptions, not line-level descriptions.
Invoices list export / current view export → Only exports visible invoice columns; “Item Description” does not appear.
No Detailed CSV option is visible in my export menu.
Question:
Is there a way in the Zoho Books UI to export all line-item descriptions for a specific item?
Thank you!