Customer Report with Email by item

Thanks for checking in with us, jodilevy.

The option to run a Sales by Product report that includes customer contact information and email into one report is unavailable. What we can do is to run the Sales by Item Detail and Customer Contact List report. Then, export them to Excel to combine into one report you need.

To run Customer Contact List report: 

1. Go to the Reports menu.
2. Select Customers and Receivables and then Customer Contact List.
3. Tap Customize Report.
4. On the Display tab, enter Email. Then, choose Main Email, CC Email, Alt Email 1, or Alt Email 2. 
5. Tap OK. 

To run Sales by Item Detail report:

1. Go to the Reports menu.
2. Choose Sales and then Sales by Item Detail.
3. Tap Customize Report.
4. Click Filters.
5. Enter Transaction Type in the Filter field and choose the transaction type.
6. Enter Item in the  Filter field and select the items.
7. Tap OK.

Then, click the Excel tab and choose Create New Worksheet option. From there, combine both reports into one data and modify them. To learn more about customing sales reports, see the Customize customer, job, and sales reports in the QuickBooks Desktop article. You can also customize any report that you generate in QucikBooks. 

Feel free to visit our Reports page for more insights about creating and managing reports on your software.

I'm just one post away if you need a hand with importing and exporting your data in QucikBooks. I'll be here to ensure your success. You have a good one. 

If I understand what you need, here are steps:

1) Start in QuickBooks and pick Reports | Custom Reports | Transaction Detail.

2) The Modify Report window should appear. On the Display tab, change Total By to Item Detail.

3) Under Columns in the search field, enter "name".  Then pick all of the name fields you want, including Name E-mail.  Also, perhaps, add the item column.

4) If you use items on purchases: On the Filters tab, set the Transaction Type filter to only sales transactions like invoices and sales receipts: Pick Multiple Types, then select the transactions you use for sales (invoices, sales receipts, and statement charges come to mind.)

5) Run the report.

6) Remove any unwanted columns.