KhimG
QuickBooks Team

Reports and accounting

Hello there, @dallasbrews.


Thanks for sharing your thoughts about the Sales by Customer Detail report. I’m here to provide some insight regarding the specific data you need.


At this time, customizing the report to only show the Type of Transaction and Payment Method is currently unavailable. You can instead export it to Excel and edit the information by removing the accounts and other unnecessary columns from there. 


Follow the steps below to easily export reports from QuickBooks to your locally installed Microsoft Excel. 

  1. Run the Sales by Customer Detail report.
  2. On the report, click Excel at the top and choose to Create New Worksheet or Update Existing Worksheet.
  3. If you want to format the Excel report, click Advanced, then OK when you’re done.
  4. Click Export to open the spreadsheet in Microsoft Excel once the system finishes the export process.

For more information, please check out this article: Export report from QuickBooks Desktop to Microsoft Excel


If you wish to customize the report first, visit this article for reference: Customize customer, job, and sales reports.


That should get you on the right track. 


Leave a comment below if you need anything else, I’m always here to help. Have a good one!