Sales by Customer Summary without Shipping

Thanks for reaching out to us here today, @REIInc.

I'll share some information about generating a report that'll show products and discounts. While we're unable to get this information in the Sales by Customer Summary report, you can pull up two reports (Sales by Customer Detail and discount quick report) and then filter them to show the products.

To pull up Sales by Customer Detail:

1. Go to Accounting, then select Chart of Accounts.
2. Search for your discount account, then click Run report under the Action column.
3. Click Run report.

For Sales by Customer Detail:

1. Go to Reports.
2. In the Find report by name field, and then enter "Sales by Customer Detail."
3. Tap the Gear icon beside the Export icon.
4. Select Product/Service.
5. Click Run report.

Next, click the Export icon in both reports. Then, cut and paste the discount column into the Sales by Customer Detail spreadsheet.

For more information about reports, check out these links below.

• Export your reports to Excel from QuickBooks Online.
• Reports included in your QuickBooks Online subscription.

With the above steps, you're able to view sales report with products and discounts. 

Please let me know if you have other questions about reports. I'm more than happy to answer them for you. Take care and have a great day ahead.

Hello, REIInc.

Thanks for getting back to us. I do have an alternative to help you get the data you need to ensure you'll be able to determine the commission pay. 

We can run the Transaction Detail By Account report, then customize it to exclude the shipping account. We'll also need to filter out the transactions to include only the sales transactions. 

Here's how to run it: 

1. On the Reports page, search for Transaction Detail By Account.
2. From the Group by drop-down menu, select Customer (groups the data by customer instead of account). 
3. Click the Customize button. 
4. Expand the Rows/Columns section, then check Product/Service.
5. Open the Filters section, then check Distribution Account. From the drop-down menu, check Select All (or All Income Accounts) then uncheck the shipping account. 
6. Check the Transaction Type box, then select only the sales transactions. 
7. Add other settings as you see fit. 
8. Once done, click Run report. 

As an example, here's what it looks like after before and after applying the filter and report options: 

The total amount will change, so this might help us calculate the commissions owed to the sales team. 

This article might also help us learn more about the Reports feature: Run reports in QuickBooks Online.

Do you use the Online Banking feature to categorize your sales and expense transactions? We can take a look at this article if you need a guide or two about managing your bank records: Categorize and match online bank transactions in QuickBooks Online.

This thread's still open if you have more questions about managing your reports. If you happen to come across any difficulties while managing your entries, let me know and I'll help you out.