Our business does repeat business with our customers every 2-3 years. We would like to print a report from 2016 that shows the customer, phone number and total sale. is there any way to do that ?
Hello there, Peninsula Sealcoating.
Thank you for posting in the Community. I'm happy to help walk you through creating a report that shows the information you need.
If you're using the same company file where you recorded the customers' transactions 2-3 years ago, yes you can still create a report this with this information. You can customize the Sales by Customer Detail report to show the customer, phone number and total sale. Let me show you how:
I've attached the following article for additional reference:
Please know that I'm just a post away if you have additional questions about creating a report or if you have any other questions about QuickBooks. I'll be happy to help you out. Have a wonderful day.
Thansk so much that works but i was looking to get a more condensed report to show only the Customer, Amount from the invoice and phone number. How can i get rid of all the line items from the invoice
Thanks that works but i am trying to get a more condensed report that shows just the customer, phone number and amount
The report currnelty shows multiple lines for each invoice
Hi there, @Peninsula Sealcoating,
It's nice to see you here again. Allow me to chime in and share additional insights about customizing the Sales by Customer Detail report.
You're on the right track with the report customizations. You'll only need to take a few more steps to modify the report. After following MaryGraceS steps, you can remove the columns you don't want to view. Here's how:
Here's how it should look like:
That should get your work done, @Peninsula Sealcoating. Please let me know how it goes or if you need further help. I'll be around to help you anytime. Have a good one!