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jkope26
June 7, 2020
Question

Customer Type/Projects/Reporting

  • June 7, 2020
  • 14 replies
  • 118 views

I am new to using QBO and still in the setup/testing phase.  I have assigned a "customer type" to each of my customers and also have some test projects set up for each customer.  I have created several test invoices for each of the projects and when I run a sales by client type report, instead of showing me the sales by client type, all of the invoices are grouped under "Not Specified."  I then created another invoice and instead of choosing a customer/project I just assigned the general customer to that invoice.  That particular invoice appeared with the correct customer type on the report.

If I want to utilize projects (and track sales by customer/project) will I also be able to utilize the sale by customer type report?  Could someone please advise on the steps to take so that the invoices for a customer/project are still tagged with the customer type from the customer record?

Thanks!

 

14 replies

Rubielyn_J
Rubielyn_J
Level 8
June 7, 2020

Thank you for posting here in the Community, @jkope26.

 

Yes, you can run and track sales by customer and customer type report. You'll need to run Sales by Customer Detail report and toggle it to Customer type. 

 

Here's how:

  1. At the left panel, choose Reports.
  2. In the Find report by name field, type in Sales by Customer Detail.
  3. Select the Report period.
  4. At the Group by dropdown, choose Customer or Customer Type.
  5. Click Run report to show the transactions.

I've also added this relevant article about setting up and assigning customer types in QuickBooks Online.

 

Click the Reply button if you have further concerns. I'll be here to help you out.

jkope26Author
June 8, 2020

Hi-

Thanks for the suggestion but I'm running into the same issue with this report.  For the transactions where I selected a customer/project the customer type is not being recognized for reporting purposes.  Whereas for the transaction where I just selected a customer (and did not select a corresponding project) the customer type is being recognized in the report.  I've included a attachment which shows both customer set ups (where I selected the customer type), the list of invoices (where I have selected customer/project for a few and just customer for one) and the resulting report (where only the invoice that had just customer selected was correctly showing with their type.)

Thank you!

Rasa-LilaMQuickBooks Team
QuickBooks Team
June 8, 2020

Hello again, @jkope26.


Thanks for following the suggestion provided by my colleague and sharing with us its result. I can provide clarifications on why the customer type is not recognized in the report.


QuickBooks uses a concept called 'Source' and 'Targets' to build transactions and data when running reports. The target for the Sales by Customer Detail is the customer type and the source will depend on customer information (assigned with customer type or not).


We’ll have to open two reports to view the information you need. To track your projects’ sales, let’s run the Project and Profitability Report.


Here’s how:

 

  1. Tap the Projects menu on the left panel to select the customer/project you’re working on.
  2. Click the name to view more details.
  3. Then, choose the Project Reports tab.
  4. From the list, pick Project profitability and hit the View link.
  5. This will display the income and expenses for the project.

In regard to the customer type and the transactions associated with it, you can continue running the Sales and Customer Report. This way, you can track the sales for the customer type and invoices.


For additional resources, the following links provide an overview of the source and targets of transactions as well as steps to customize a report.

 

Additionally, the Track income, costs, and profitability by project article outlines the instructions about adding a project income and expenses as well as a video for visual reference.

 

Reach out to me if you have any questions or other concerns. I’ll be right here to answer them for you. Have a great rest of the day. 

1231 4602 0456 814
October 1, 2020

I was surprised to find that I can't simply create any report I wish to, and basically only able to customize certain fields.  And those customizations change depending on the report you choose from.

 

I need a Sales by Customer Type Summary Report.. not the Detail.  Can we get that going please?  

DivinaMercy_N
DivinaMercy_NModerator
Moderator
October 1, 2020

Thanks for joining this thread, @1231 4602 0456 814.

 

I know how important for you to generate a report that will give the info you need. I'll send this feedback to our product engineers so it will be added in the future enhancements. As a workaround, you can export the Sales by Customer Type Detail report to Excel. From there, remove other info to format things just the way you want them.

 

Here's how:

  1. Go to the Reports menu.
  2. In the Find report by name, enter Sales by Customer Type Detail.
  3. Click the report to open.
  4. Once opened, select the Export icon to export it to Excel.

 

Here's the article that will provide you the lists of available reports you can run: Reports included in your subscription. 

 

Also, to guide you in filtering data to show specific details of your reports, you may visit our Customize reports page. This also includes steps on how to export, send, and print reports. 

 

Please don't hesitate to post again if you have any concerns about accessing reports. I'm always right here to help. Take care always. 

1231 4602 0456 814
October 1, 2020

That's unfortunate.    Exporting to an excel isn't an option because it would require me to create a Month column after every export so that I can create a pivot table, and in order to do that I would need to use the Month function pulling the date from the Date field, but the date field gets exported as a text not a date, so the Month function doesn't read it like a date.

 

This basically means I would have to manipulate each row's date field to become a proper date field to enable me access to the Month function.  Exporting isn't a workable solution for me unfortunately.

 

Being able to see my revenue segmented by customer type across a specific period of time feels like a basic view. (eg. how much money am I making from stores vs direct over the past 9 months?)  I understand there is only so many things a company can do.  How much Intuit resources are required to offer a summary version?  I think it's safe to assume that if there's a need for a detailed view, there's always a need for the same summary view.  I can't imagine I'm the only one who wants this view.  Is this something that can be added to the roadmap?

 

 

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