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Community Explorer **

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

 
4 Comments
QuickBooks Team

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

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!

Community Explorer **

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

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

QuickBooks Team

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

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.

Active Member

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

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