We want to find a good report to gage which customers have received their price increase back in August 2018. We have over 800 inventory items and have over 1,000 customers, so a summary report is best. Currently we use Sales by Customer Detail report from 1/1/18 to current, but that is lengthy and we are wanting something quick and simple to look at.
Delighted to have you here, @dsouthard.
Once customized, you can memorized this report so you can view the same type of report without doing the same customization anytime you want.
That should do it! This should get you on the right track viewing the price increase in your Sales by Customer Detail report.
Keep in touch with us here in the Community if you have other inquiries about generating sales reports in QuickBooks Desktop. I'm always here to help.
I'm sorry, but that does not work. The "previous rate" and "% change" are blank and the "current rate" is zero. This is the case for all the customers listed.
Thanks for getting back to us in the Community, @dsouthard.
I appreciate you following the steps provided by my colleague. Allow me to jump in for a moment and share some additional information about the report you like in QuickBooks Desktop (QBDT).
You can try pulling up the Sales by Customer Summary report instead and customize the display columns. Here's how:
1. Go back to the Reports menu at the top, then pick Sales and Sales by Customer Summary on the drop-down.
2. Click the Customize option at the upper left, then go to the Display tab.
3. Change the date to Last Fiscal Year-to-date.
4. On the Columns section, select Total only in the Display columns by drop-down.
5. Put a checkmark on Previous Year, $ Change, and % of Column, then OK.
Just in case, you can also check out this article for future reference: Customize reports in QuickBooks Desktop.
This should do the trick. Please give this a try and let me know how it goes in the comment section. I'd be glad to answer if you have any follow-up questions. Wishing you all the best!
Thank you for this however this does not answer my question. All this report shows is the total sales changed between periods. I need it to show based on items each customer purchased.
Item A 5%
Item B -2%
Item A 6%
Item 2 8%
... and so forth.
We have over 1,300 customer and over 1,000 items.
Thank you for the response, @dsouthard!
Let's pull up and customize your Transaction List by Customer report to include the price increase of your items.
Let me show you how:
Once completed, you can now pull up a report with the price increase of items purchased by your customers.
In addition to the articles and the information shared by my colleagues, you can save this customized report by clicking Memorize. And then save it to a category of reports where it belongs.
Feel free to leave a comment below if you have any other questions about reports in QuickBooks Desktop. I'll be always around to help you out.