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Level 1

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 March 11, 2019

Best Answers
Highlighted
Level 2

Activity by Customer Report

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.

View solution in original post

15 Comments 15
Highlighted
Level 2

Activity by Customer Report

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.

View solution in original post

Highlighted
Level 1

Activity by Customer Report

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?

Highlighted
Level 1

Activity by Customer Report

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

Highlighted
QuickBooks Team

Activity by Customer Report

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!

 

Highlighted
Level 1

Activity by Customer Report

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?

Highlighted
Level 1

Activity by Customer Report

Hello,

When I follow these steps, it creates the report I am looking for (I want to run a report that shows all invoices and journal entries booked by customer). However, the journal entry amounts are blank and the total for each customer is only the total of the invoices. How can I get a total for income by customer (invoice amount plus/minus any journal entries booked)? In QuickBooks Desktop the report was called "Income by Customer Detail".

 

-Audrey

Highlighted
Level 7

Activity by Customer Report

Hey Audrey,

 

It's great that you're so familiar with other QuickBooks products. The differences between QuickBooks Online and Desktop can seem rather large, but they're both built to add convenience to your bookkeeping. The Online version makes very effective use of the basic transaction types to enhance the powerful reporting functions. This gives you full visibility over your books with detailed reports. Currently, not all reports are optimized for journal entries. Thankfully, the incredible customization options unlock all sorts of possibilities. I'm confident we'll be able to create the exact report you're looking for. 

 

It's just a few easy steps to get all this information on a report:

  1. Head to your Reports tab and search for Transaction Detail by Account
  2. Enter your required Report period and select Customer in the Group by field.
  3. Select Run report.
  4. Click Customize then Filter.
  5. Select Distribution Account and set it to All Income/Expense Accounts (alternatively, Select All then deselect Accounts Receivable).
  6. Click Run Report.
  7. (Optional) Click Save customization

A few other customization options to consider include the Customer filter and the Account column.

 

Let me know if this works! QuickBooks is all about helping get the perfect reports.

Highlighted
Level 1

Activity by Customer Report

Im looking for the same type of customer activity report within Quickbooks 2018 Premier Desktop.   I'd like to run a report against all my customers to find out who have not been invoiced (sales) in the past time frame (year)    This will enable us to follow up and deactivate their accounts.    It was suggested Transaction by Customer however if the customer didnt have any transactions they dont show up.  How can I create this report or is there a canned one? 

Highlighted
Level 1

Activity by Customer Report

Good morning!  We have the Premier desktop version.  How do I run a customer transaction history report please?  (I need to see each item a customer has purchased from us in a specific timeframe.)

 

Thank you!

Highlighted
Level 1

Activity by Customer Report

Thank you for responding; I truly apprciate it!  However, we have a DESKTOP version ~ Premier, actually.  There is no a magnifying glass nor do I have the options you are recommending.

 

 Please ~ is there a way to get this information (all items purchased by a designated customer in a designated timeframe) on the PREMIER DESKTOP VERSION?

 

Again, thank you!

Highlighted
QuickBooks Team

Activity by Customer Report

Hi there. Our Reports feature is one of the most powerful feature offered in QuickBooks Desktop. I see you posted your question on a QuickBooks Online thread instead but, don't worry, I'll show you how to find the info you're looking for in QB Desktop. Based on what you've described, I recommend running a Transaction List by Customer report. You can find this on your Reports menu. Once you have it pulled up, follow the steps below to filter it so it shows you transactions associated with a particular customer:

  1. In the Transaction List by Customer report, click Customize Report
  2. Select the Display tab.
  3. Under the COLUMNS section, select the customer's information you wish to add in the report. 
  4. Click OK

For more info on reports, check out this helpful resource here: Create, access and modify memorized reports. On this article, there are links for articles that go further in creating other reports etc. 

 

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.

Highlighted
Level 1

Activity by Customer Report

Thank you ~ I've done that, and I've check both "item" and "item description" but as you will see, these are blank.  It is the items and their descriptions that I need immediate access to please ~ any other suggestions?

Highlighted
QuickBooks Team

Activity by Customer Report

Just to make sure we're on the same page, you're looking for a report which shows you only the items and their descriptions? 

Highlighted
Level 1

Activity by Customer Report

Good morning!  I'm looking for a report that shows the items and their descriptions AS PREVIOUSLY purchased by a specific customer in a specific time frame.

 

We are a Lucas Oil distributor, and I get many calls from customers who want to buy "the 30 weight oil" they usually buy...  and since there are about 50 different items that might fit that bill,  I want to be able to look up their previous purchases to see what they've ordered (rather than having to physically pull their paper file and walk through each invoice there...)  That is why I need to be able to see both the description and item #'s on the report for that customer.  Right now it only shows me their invoice # or payment posting... not what I need at all...

 

Thank you for asking and helping!

Highlighted
QuickBooks Team

Activity by Customer Report

Hi LucasOilGal,
 

Thanks for joining the discussion. The closest reports that match your needs would be the Sales by Customer Detail Report, and the Transaction List by Customer Report. I'll explain what those are below: 

 

Sales by Customer Detail Report: Will show you your total sales for each customer. Includes the date, type, amount, and total.

 

Transaction List by Customer Report: Your transactions (income and expenses), grouped by customer.

 

To find those reports, click the Reports tab on the left and search using the search bar at the upper right-hand side. 

 

As you've explained, these reports aren't going to display the Description or item numbers. I know how important this would be for your workflow, and I think it would be a great addition to the product. Please feel free to leave feedback for our product development team by clicking the Gear icon > Feedback. We're always looking for ways to improve. 

 

If you have any other questions, our tech support team is always here to help.


Take care.