cancel
Showing results for 
Search instead for 
Did you mean: 
jncommunications
Level 1

Can I sort Sales transactions by "Customer" then "Project" ie I have 1 client who has projects I wish to check on these invoices only

 
Solved
Best answer January 15, 2023

Best Answers
jenop2
QuickBooks Team

Can I sort Sales transactions by "Customer" then "Project" ie I have 1 client who has projects I wish to check on these invoices only

Glad to see you here in the Community, jncommunications.

 

The Transaction List by Customer Detail report can be customised to only show transactions that are attached to a specific customer or project. Let me show you how:

 

  1. Go to the Reports menu and look for Transaction List by Customer in the Search bar. 
  2. Click Customise in the upper-right hand corner of the report.
  3. Scroll-down to the Filter section, then check the box for Customer.
  4. Click the drop-down list and select the box for that specific project.
  5. Select Run report

 

transaction list by customer.PNGtransaction list by customer 2.PNG

 

 

 

Here's an article that shares more details about this feature: Customise Reports in QuickBooks Online.

 

Let me also share these articles in case you need more guidance and references when running reports in QBO:

 

 

Feel free to reply and keep me posted if that helped you find the data you need. You can also post more questions if you need anything else. 

View solution in original post

3 Comments 3
jenop2
QuickBooks Team

Can I sort Sales transactions by "Customer" then "Project" ie I have 1 client who has projects I wish to check on these invoices only

Glad to see you here in the Community, jncommunications.

 

The Transaction List by Customer Detail report can be customised to only show transactions that are attached to a specific customer or project. Let me show you how:

 

  1. Go to the Reports menu and look for Transaction List by Customer in the Search bar. 
  2. Click Customise in the upper-right hand corner of the report.
  3. Scroll-down to the Filter section, then check the box for Customer.
  4. Click the drop-down list and select the box for that specific project.
  5. Select Run report

 

transaction list by customer.PNGtransaction list by customer 2.PNG

 

 

 

Here's an article that shares more details about this feature: Customise Reports in QuickBooks Online.

 

Let me also share these articles in case you need more guidance and references when running reports in QBO:

 

 

Feel free to reply and keep me posted if that helped you find the data you need. You can also post more questions if you need anything else. 

jncommunications
Level 1

Can I sort Sales transactions by "Customer" then "Project" ie I have 1 client who has projects I wish to check on these invoices only

Thanks for the assistance jenop2 exactly what I was after

AlcaeusF
Moderator

Can I sort Sales transactions by "Customer" then "Project" ie I have 1 client who has projects I wish to check on these invoices only

Hi @jncommunications,

 

I'm glad to know my colleague was able to help you with your concern about sorting sales transactions. Please know that we're always available in this public space anytime you need assistance with QuickBooks Desktop.

 

You can click the Reply button below, and we'll be sure to help out. Take care.