cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I create a customized report of sales by customer with customer address?

 
9 Comments
Content Leader

Re: How do I create a customized report of sales by customer with customer address?

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

  1. From QuickBooks Online, navigate to the Reports tab and search for Customer.
  2. Select the Customer Contact List report.
  3. Click the page and arrow icon to Export to Excel, as seen below:
  4. Leave the file open for now so the data can be transitioned.
  5. Back in QuickBooks, head back to the Reports tab and search for Sales. Select Sales by Customer Summary.
  6. Click to Export this list as well, and open it as a separate document in your preferred spreadsheet software.
  7. Finally, copy the Address column from the exported Customer Contact List report, and paste it as a new column in the exported Sales by Customer Summary so that the customers and their addresses are lined up exactly.

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.

okg
Level 1

Re: How do I create a customized report of sales by customer with customer address?

Great tips! 

 

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)

customer name

customer type

business name

customer address

invoice number

qty

amount

 

Thanks!

 

Anonymous
Not applicable

Re: How do I create a customized report of sales by customer with customer address?

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:

  1. Click the Customize tab and select Customer Type on the Rows/Columns field.
  2. Filter the Transaction Type to Invoice.
  3. Add the Customer, Customer Type and Num (invoice number).
  4. Then select the products you want to include in the report.
  5. Click Run Report when done.

 

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.

okg
Level 1

Re: How do I create a customized report of sales by customer with customer address?

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. 

QuickBooks Team

Re: How do I create a customized report of sales by customer with customer address?

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.

 

Here's how:

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Select Transaction List by Customer Report.
  4. In the report page, click the Gear Icon.
  5. Mark Billing Address to include the customer's address. 5.jpg

     

  6. Click the Customize button.

            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.

Level 1

Re: How do I create a customized report of sales by customer with customer address?

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. 

QuickBooks Team

Re: How do I create a customized report of sales by customer with customer address?

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.

 

Level 1

How do I create a customized report of sales by product detail with customer address and email?

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!

Highlighted
Moderator

Re: How do I create a customized report of sales by product detail with customer address and email?

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:

 

  1. Go to Reports on the left panel.
  2. In the Search field, enter the Customer Contact List.
  3. Click Settings (small gear icon) in the report.
  4. Put a check in the Email and Address box.

 

Next is to run the Sales by Customer Detail to see those particular customers who purchased one specific product.

 

Here how:

  1. Follow the first step above.
  2. In the Search field, enter Sales by Customer Detail.
  3. Click Settings (small gear icon) in the report.
  4. Put a check in the Product and Services box.
  5. Click the Group by the drop-down arrow and select Customer.

 

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.

Capture8.PNG

 

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.

Need to get in touch?

Contact us