1. Go to Reports > New Report > Transactions.
2. Set the following:
Metric = Amount
Format = Detail
Component = Customer/Job
Field = Name
3. Click on More Customization Button.
4. In Edit Columns add the following fields:
Transactions: Date
Transactions: Transaction Number
Transactions: Transaction Type: Long Name
Transactions: Item: Name
Note: Name and Amount are the default fields that were automatically added.
5. Add the following filters in the Filters page:
Transactions: Transaction Type: Long Name = Invoice, Cash Sale, Credit Memo
Transactions: Account (Line): Account Type = OthIncome, OthCurrLiab, Income.
6. Re-arrange the columns & assign a title.
7. Hit Save.