cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Activity by Customer Report

Older installed versions of QuickBooks provided a report for all Activity By Customer.  This showed each customer and their yearly total to date.  Is there a way to get this report in QuickBooks Online?

Solved
Best answer 03-11-2019

Accepted Solutions
Frequent Contributor *

Hi shynanigans67, You can pull up and customize the Trans...

Hi shynanigans67,

You can pull up and customize the Transaction List by Customer report to get the yearly report you need. I'd be glad to show you how.

  1. Go to Reports.
  2. Click Go to report or click the magnifying glass then enter Transaction List by Customer.
  3. If you want to filter into one customer just click Customize.
  4. Under Report period, change the year you wanted to show in the report.
  5. Click Filter then select Customer.
  6. Then choose the customer you wanted to filter.
  7. Click Run report.

After doing these steps proved, you will see the reports.

If there's anything else I can help you with, feel free to stay in touch with me by adding a comment below.

5 Comments
Frequent Contributor *

Hi shynanigans67, You can pull up and customize the Trans...

Hi shynanigans67,

You can pull up and customize the Transaction List by Customer report to get the yearly report you need. I'd be glad to show you how.

  1. Go to Reports.
  2. Click Go to report or click the magnifying glass then enter Transaction List by Customer.
  3. If you want to filter into one customer just click Customize.
  4. Under Report period, change the year you wanted to show in the report.
  5. Click Filter then select Customer.
  6. Then choose the customer you wanted to filter.
  7. Click Run report.

After doing these steps proved, you will see the reports.

If there's anything else I can help you with, feel free to stay in touch with me by adding a comment below.

Not applicable

on our Transactions by Customer report we need the intern...

on our Transactions by Customer report we need the internal factory order number which is entered at the time the invoice is raised. The order of boxes along the top of the body of the invoice is as follows:-Invoice Date,Invoice number, Internal Job number, Client's purchase order number, Term, Rep. We have not yet been able to tick a box that includes the Internal Job number. Any suggestions?

Not applicable

Re: Hi shynanigans67, You can pull up and customize the Trans...

Is it possible to make a customer report in which it would itemize all purchased items into one file? 

 

The long way of doing what I want would be to copy each item on each monthly bill and paste into an excel sheet. Ideally, I’d be able to extract all lines on all invoices or bills for a given period into one long spreadsheet. For example, if I have one client who purchases two items per month, and I wanted to make a report of all transactions, I would have 24 lines itemizing all purchases+descriptions for a given year. 

 

Thanks

QuickBooks Team

Re: Hi shynanigans67, You can pull up and customize the Trans...

Yes, it is possible, Jussie Smollet..

 

QuickBooks Online has a report that consists of the purchased items of each customer. This is the Sales by Customer Detail report.

 

Here how to run the said report:

  1. Go to Reports.
  2. Enter Sales by Customer Detail in the Search field.
  3. You can customize the Report period, then click Run report.
  4. You can also click the Gear icon in the report screen and check the information boxes that you want to be included in the report.

 

Also, please see the screenshots I've provided below: 

 

 

 

 

The Community team is always around if you need anything else. Have a good one!

 

Established Member

Re: Hi shynanigans67, You can pull up and customize the Trans...

This report does not show up for me.  Do you need to have a certain level of quickbooks on line to get this basic of a report?