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elena-indent
Level 1

Can I have asubcustomer list of sells of the last 2 years

How can I get all the sells of one of my sub-customer in the last two years
1 Comment 1
MichelleBh
Moderator

Can I have asubcustomer list of sells of the last 2 years

Hi, @elena-indent.

 

I can help walk you through the detailed steps on how to pull up the sales list of a sub-customer in QuickBooks Online. 

 

Let's open the Profit and Loss by Customer Report to show the sales transactions, then customise to show the specific details. 

 

Let me guide you how:

 

  1. Go to the Report tab on the left side. 
  2. Type Profit and Loss by Customer in the search field, then enter. 
  3. Click the Customise option at the top right. 
  4. In the General drop-down, change the date in the Report period section.
  5. In the Filter drop-down, pick Sales in the Distribution Account drop-down.
  6. Select the sub-customer under Customer drop-down. 
  7. Hit Run Report. 

 

After that, you can save a memorize report to save it with its current customisation settings. It helps you quickly run the report in the future. This can be done by clicking Save customization, so it'll be saved on your Custom reports tab. The screenshot below serves as your visual guide. To learn more about this process, visit this article: Memorise Reports

 

 

 

I've also included a helpful article about how to export, print, and email reports

 

Just leave a comment below if you have other questions. I'm always here ready to help. Have a great day!