1. Click Reports from the left sidebar.
2. Type Sales by Customer Summary in the Find Report by Name box.
3. Choose appropriate Report Period.
4. Click Collapse (just above the report title).
It's nice to see you here, Justin.
I can share some insights about the report you're looking for.
If you want to pull up a list of all sales with all other information for your taxes, I can help find a report for you. We can customize a Sales by Product/Service Detail report to get all the details you need.
On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there. See this:
Here are some related links that will help you run reports in QBO:
Thanks for your time today. Please visit us anytime if you need anything else with QuickBooks reporting. I'm here to help.
Thanks you Jen_D for your response, but this is getting me what I need. The "Sales by Customer Summery" report that is collapsed is the report I need, but I don't know if the figure here includes the total amount or just the taxable amount.
I need to know the taxable amount of each "Parent" customer.
Thank you again for your assistance.
Thanks for your prompt reply, justinhschoen.
Let me add some additional info regarding the report.
The Sales by Customer Summary report will only display the total sales for each customer. The customization of this report is very limited compare to the report shared by my colleague Jen_D.
What you can do to see the taxable amount for each parent customer is to select Customer from the Group by drop-down menu. This will group the report by customer's name and the total for each.
Here's a sample screenshot for a visual reference:
We also have two reports that you can run. Here are the following:
To learn about the reports included in your subscription and how you can customize them, please check out these articles:
Please get back to us again if you have any additional questions regarding the sales report. Me and my colleagues are here to help. Take care!