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How do a run a detailed sales report (showing every item purchased) for only one customer?

 
3 Comments
QuickBooks Team

Re: How do a run a detailed sales report (showing every item purchased) for only one customer?

Hi dogsgoughnuts,

 

You can run the Sales by Customer Detail report and customize it by following these steps:

  1. On the left panel, click Reports.
  2. Type Sales by Customer Detail in the search box.
  3. Choose the Report period, and click the Customize button.
  4. Click Filter to expand, and choose the customer you want to view from the Customer drop-down list.
  5. Select All from the Product/Service drop-down menu.
  6. Click Run Report.

You can also check this article for reference: How to Customize Reports.

 

Please let me know if you have any other questions or concerns about QuickBooks. Thanks.

Level 1

Re: How do a run a detailed sales report (showing every item purchased) for only one customer?

This option does not come up when I put in "sales by customer detail". Is this only an option on certain plans?

 

Thanks,

Katie

QuickBooks Team

Re: How do a run a detailed sales report (showing every item purchased) for only one customer?

Thanks for getting back to us, SUF.

 

The Sales by Customer Summary report is available to all QuickBooks Online products.

 

However, you need to open the Sales by Customer Summary report in the Simple Start version to see the Sales by Customer Detail report.

 

Let me show you how:

  1. Select Reports from the left navigation bar.
  2. Open the Sales by Customer Summary.
  3. Locate the customer, then click the amount under Total.

If you want to save a copy of this report, click the Export icon, then select Export to Excel or Export to PDF.

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Let me know if there are others report you want to pull up. I'm always around to help you out.

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