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Level 7
February 13, 2019
Question

How can I run reports by customers?

  • February 13, 2019
  • 1 reply
  • 9 views
No text available

1 reply

MichaelDL
Level 4
February 13, 2019

You've come to the right place, @lindak1119.

 

QuickBooks Online offers a ton of great Customer-sorted reports, here's how you can find them:

 

Reporting by Customer

  1. From QuickBooks Online, navigate to the Reports tab.
  2. Type Customers in the search bar.
  3. Select whichever customer report you'd like to run from the pane that appears below.

We also offer an awesome guide on sales reporting in QBO that is sure to be of assistance. For even more information, please check out the video tutorial below:

 

With these resources, running reports by customers has never been easier. Please know you can always find me here for all of your QuickBooks needs. Thanks for coming to the Community, I look forward to hearing from you again.