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kendrixjr
Level 1

I recently switched from the desktop version to online. The desktop had a report called Expense by Vendor Detail and Income by Customer Detail. Where do I find online

 
3 Comments
Rustler
Level 15

I recently switched from the desktop version to online. The desktop had a report called Expense by Vendor Detail and Income by Customer Detail. Where do I find online

in reports

for vendors enter purchases in the search box and choose

for customers, enter sales in the search box ...

griffitt3105
Level 1

I recently switched from the desktop version to online. The desktop had a report called Expense by Vendor Detail and Income by Customer Detail. Where do I find online

This didn't provide an answer. I'm looking for the same Income by Customer Detail report and it doesn't appear to exist in the online version. In the desktop version, this report showed both the sales revenue and the cost of goods sold for all the sales transactions for a customer. So you could see both revenue and cost by customer and how it netted out to the net income for that customer. I don't see the equivalent report in QBOL.

 

Any help is appreciated. Thanks.

GlinetteC
Moderator

I recently switched from the desktop version to online. The desktop had a report called Expense by Vendor Detail and Income by Customer Detail. Where do I find online

Thanks for joining this thread, griffitt3105. 

 

I've got a way you might consider doing it. We can run the Balance Sheet report and the Sales by Customer Detail report and then combine those reports in Excel and make some adjustments and customization. 

 

Here's how to export reports to Excel:

 

  1. Go to the Reports tab.
  2. Search for the reports and add additional information such as the date range and so forth.
  3. Select the Export icon.
  4. Click on Export to Excel.

I have here a few links that will help you get going:

 

Please let me know if you have additional questions regarding reporting in QBO. I'm here to help.

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