I want to run a Customer report that filters out the total purchases amount for each customer (above a certain dollar amount), but I do not want to filter out individual transaction amounts.
For example, I'd like to see which customers have spent (overall) $5,000 and above, but I do not want to filter out individual transactions amounts - I need to see their total overall purchase amounts. When I filter the amount, it affects individual transactions, and this throws off the report.
Hello there, @BintheMTNS,
You can pull up the Committed Costs by Job report to see the total purchase amounts for each customer. While we're unable to filter its individual amounts for the transaction, you can export this report to Excel. From there, you can delete other columns.
Here's how to accomplish this task:
To learn more about customizing reports in QuickBooks Desktop, you can go through this article: Customize reports in QuickBooks Desktop.
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