Question

how to check total number of item sold to each customer in specific period

Forum|Forum|5 years ago
August 29, 2021
13 replies
94 views

i want to check total number of items sold to each customer at the end of each month

quickbooks shows me number of item sold but it dont calculates the total number of items sold to each customer in specific period

when i click sales by customer detail it shows me quantity but i want total quantity only

if it not possible in quickbooks is their any easiest way to do it after exporting in excel as it our tax agency requirement to show only no of total items sold to customer in a month

K

Klent

Level 8

There's definitely a way to do that, sms2friends.

You can customize the Sales by Customer Detail report to remove the columns that aren't required by your tax agency. I'd be glad to show you how:

Go to the Reports menu.
Open the Sales by Customer Detail report.
On the report window, select Customize or Customize Report.
Go to the Display tab, then set the appropriate reporting date and basis.
In the Columns section, uncheck the columns that you want to remove.
Hit OK, then click the Excel or Export to Excel at the top.

I'm also adding these articles to help track your sales and save your custom reports in QuickBooks Desktop:

If you need additional assistance in managing your other reports, just tag my name in the comment section. Looking forward to helping you out again.

S

sms2friendsAuthor

well i tried out all the filters available but i ain't found any option which shows me only total quantity sold to each customer , it is displaying separately but not showing me one single figure of total quantity sold to customer

like i sold 2 door, 2 handles, 2 cupboards

i want to get the final figure which is 6 , is their anyway to do so ?

A

AileneA

Moderator

Hello, sms2friends.

Allow me to share additional details about running reports in QuickBooks Desktop.

At this time, we can only add a single figure of the total quantity sold to a customer in the field on the Sales by Customer Detail report.

We can open the report and export them in Excel. From there, you can customize the field you'd like to add on.

To export the report to Excel:

From the report's page, click on the drop-down arrow under the Excel tab, then select Create New Worksheet.
Click on the Create new worksheet radio button, then tap in a new workbook.
When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

For further insights about customizing reports, I recommend checking below articles:

Keep me posted if you have other questions about managing reports in QuickBooks. I'll be happy to lend a helping hand. Stay safe always!

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