Hi there, @jon8.
I've done an extensive amount of testing to see what possibilities there are for creating such a statement. At this time, QuickBooks Online doesn't offer a report that can be customized to include both a customer's sales data as well as their address. However, it is possible to create such a list by combining statements in a spreadsheet software. See the instructions below to learn how:
Exporting the Sales by Customer Summary and Adding Addresses
This works out nicely since the Sales Summary and Contact List both only use one row per customer. We also offer a guide on Exporting Reports to Excel for your convenience. Doing this will allow you to get all the address and sales information in one place for easy viewing.
I can see how having this report as a native option in QBO would be greatly beneficial to your business, so I'm preparing a feedback report on my end to send up to the Development Team. Your input is a priceless asset when it comes to building the future of QuickBooks.
Please reach out to me here if there's anything else you need, I want to ensure your success. Thanks for coming to the Community and have a great rest of your day.
I was hoping you can help, I want to run a report to see where customers are located, but only for a few products:
A selection of products (they are all named something different, it's about 60 out of 1100 products)
It's nice to have you in the Community, @okg.
Let me chime in and help add some details about the specific report you need.
Following my colleague's tips, you can combine some reports in QBO by exporting them to Excel. You can run a Sales By Customer Detail and Customer Contact List to show the specific information.
Here's how to customize your Sales By Customer Detail:
For the customer's address, you'll have to run the Customer Contact List. Then combine both reports as suggested by @MichaelDL.
For more details about customizing reports, you can also check out this link: Customize Reports and Email.
Let me know how it goes. I'll be here if you have additional questions about customized reports.
Thanks so much for your help.
I have a new issue. Because the customer contact list contains ALL CUSTOMERS, and the sales by customer detail only contains SOME CUSTOMERS, when I go to combine in OpenOffice the results do not combine correctly.
I am attempting to find a formula to combine the data from two different sheets(reports) based on a matching customer name.
Hello there, @okg.
Let me share additional information on how to generate a sales report with an address on it.
Instead of combining the Sales By Customer Detail and Customer Contact List, you can generate and customize the Transactions List by Customer report.
a. Expand the Filter section.
b. Select the following:
> Transaction Type = Invoice, Sales Receipt, Credit Memo, Deposits, Payments
> Customer = Choose the specific customers you want to include on the report.
7. Click Run Report.
For additional insights on how to run reports in QuickBooks, you can read through these articles:
Always feel free to swing by here in the Community if you have other questions. I'm always here to help.
Neither of these approaches really solve the problem. Ideally, we could simply add the Billing Address / Email address to the Sales by Customer report. That way, everything is on one line, sortable, easy to manipulate in Excel, etc. This feature would greatly facilitate analysis of our organization's sales. Right now the workaround is to use your first approach and set up a VLOOKUP between the 2 reports, and there is a decent bit of manual effort involved each time I want to prepare the report.
Hello there, @alexbcook.
To natively add the customer address on the Sales by Customer Report is beneficial to you and your business. Features like this can also help other customers who have the same need like yours.
We take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on. I’m sending this feedback on your behalf for consideration in future enhancements.
To keep you up to date about feature releases and product updates, simply visit the QuickBooks Blog site.
The Community has your back, so please let us know if you need anything. I’m here ready to assist further. Have a good one.
Thank you for the above. I am wondering how to create a report with the contact information (emails and addresses) of customers who purchased one specific item. I run a nonprofit and we would like to contact everyone who purchased a ticket to our benefit. Thank you!
You can run multiple reports and export them to Excel, 27w28.
First is to run the Customer Contact List report. It’ll pull up your customer’s email and their address. Follow the steps below:
Next is to run the Sales by Customer Detail to see those particular customers who purchased one specific product.
Once done following the steps, you can export each report one at a time. Please take a look at the screenshot that I've included below to do the exporting. From the Excel, you can combine the needed info from each report.
There you go. Also, you'll want to check out this article about customizing the report.
You can tag me directly if you have follow-up questions. I'll be bright here.