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Level 2

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

 
9 Comments
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QuickBooks Team

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Hi there, @ben8.

 

Welcome and thank you for posting here in the Community. I'm here to help share information about running reports in QuickBooks Online (QBO).

 

As of now we don't have the option to customize Income by Customer report showing the customer's address (zip code or city). What you can do is open/run the Customer Contact List and Income by Customer or the Sales by Customer report and export the information.

 

To open the report:

  1. Click on Reports at the left pane.
  2. Look for the report you wanted to open in the search field.
  3. Make the necessary customization.

Customer Contact List

Income by Customer

Sales by Customer

 

For additional reference on how to customize reports in QBO, you can check this article: How to customize reports.

 

Let me know if you have any other questions about running reports in QBO. I'm always here to help!

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Level 2

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

I followed the directions, but I don't see the option within that report to add the customization.

Highlighted
QuickBooks Team

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Hello there, @ben8.

 

Let me share additional information on how you can customize your reports to suit your business needs.

 

As mentioned by my colleague, @Angelyn_T, the ability to generate a report that shows both your income per customer and zip code or city is not yet available. What you can do is to open the Customer Contact List and download it as an excel file. Here's how:

  1. Go to Reports.
  2. Choose Customer Contact List.
  3. Filter to include the Zip code and City on the report.
  4. Click the Download drop-down arrow.
  5. Choose Export as Excel.
  6. Open the downloaded file.

Once completed, let's download your Income by Customer or the Sales by Customer report. Here's how:

  1. Click the Reports tab.
  2. Select either Income by Customer or the Sales by Customer report.
  3. Click the Download drop-down arrow.
  4. Choose Export as Excel.
  5. Open the downloaded file.

If you have the reports you need, copy the data under the City and Zip code columns from the Customer Contact list. Then, paste it to the Income by Customer or the Sales by Customer report.

 

That should do it! Let me know if you have other questions about generating reports in QuickBooks Online. I'm always here to help.

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Level 1

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

It is absurd that Quickbooks can't develop simple reports that are key for business to get relevant planning data.

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Level 2

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Its a crying shame this is supposed to be a great accounting software but a headache and wont do it

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Level 2

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Why is this not in this software???????

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Moderator

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Thanks for joining this conversation, @tquick17.

 

I just wanted to let you know that I responded to your other post. In order to keep the conversation streamlined and provide you with the best resolution, I'll ask that you post any follow-ups there.

 

Just in case you haven't been notified of the new response, here's the link: https://quickbooks.intuit.com/learn-support/en-us/account-management/how-do-i-run-a-report-which-sho....

 

I'm looking forward to hearing from you soon.

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Level 2

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Going to look at going back to my desktop version which will do it at no extra cost. Will be cheaper in the long run. My CRM software will charge me an extra 50 to do it but id rather give them the money and use a full version of quickbooks that wont nickel and dime me to run a simple task.

Highlighted
Level 1

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Hello,

 

This would benefit us greatly as we have to submit information by city for annual business licenses.  As of right now I am thinking my only option is to download two reports, run a vlookup against them, and hope the information is accurate.  Can this please be prioritized higher in your backlog of requests?

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