What report I need to run to see our sales for B2B and B2C on a daily basis? Thank you.

Hi eva-timulakova-m Have you marked the sales for B2B and B2C in different ways, possibly having the sales for each allocated to different income accounts?

Hi John, 

I am sorry, but you lost me on that. What exactly do you mean by making sales? do you mean have a sales nominal account for B2B and another for B2C?

I can help you run a report showing your daily sales for B2B (Business-to-Business) and B2C (Business-to-Consumer), Eva.

We can utilize several reports in QuickBooks Online that can help you track your B2B and B2C sales, such as:

1. Sales by Customer Detail Report:
   • This report shows detailed sales transactions for each customer. You can filter it to show sales for your B2B and B2C customers separately.
2. Sales by Product/Service Detail Report:
   • This report provides detailed information on sales by product or service. You can use this to see which products or services are sold to B2B and B2C customers.
3. Profit and Loss by Customer Report:
   • This report shows your profitability by customer. It can help you understand the profitability of your B2B and B2C segments.
4. Sales by Customer Summary Report:
   • This report gives a summary of sales for each customer. It’s useful for a quick overview of your B2B and B2C sales.

To access these reports:

1. Go to Reports in QuickBooks Online.
2. Use the Find report by name search bar for the specific report.
3. Customize the report to filter by date, customer type, or other relevant criteria.

For further details on how to manage your reports, please refer to these articles:

• Run reports in QuickBooks Online
• Customise reports in QuickBooks Online
• Customise reports in QuickBooks Online using a modern view

Once you've chosen your preferred report, you can memorise this report so you can save its current customization settings.

Let me know if you have further concerns about your B2B and B2C sales report. Keep safe.