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deb13
Level 1

Running a Sales by Customer Detail Report. Grouping by Salesman. The report groups correctly, but under the salesman the sales receipt items are all mixed up

and not grouping the items from the sales receipt together. Is there a way to have the the report sort by sales receipt number?
3 Comments
KhimG
QuickBooks Team

Running a Sales by Customer Detail Report. Grouping by Salesman. The report groups correctly, but under the salesman the sales receipt items are all mixed up

Hi there, @deb13.


Thanks for reaching out to the Community. I can help you sort the report by sales receipt number.


The report is sorted by date as default in QuickBooks Online. We can change it by following the steps below:
1.    Go to Report from the left menu.
2.    Enter Sales by Customer Detail Report in the search field.
3.    Adjust the date range or the report options to customize results.
4.    Click the Sort drop-down next to Add notes at the top left corner of the report.
5.    Select Num on the drop-down and choose the Sort in order.
6.    Lastly, click anywhere to refresh the report.

 

 


Once done, you should see the transaction numbers in the right order. Check out this article for more information about customizing reports: https://quickbooks.intuit.com/community/Reports-and-accounting/How-to-customize-reports/m-p/186005.


That should do it. Please get back to me if this is not quite you need. I’ll be on a lookout for your response. Take care and have a great day!

minorthread
Level 1

Running a Sales by Customer Detail Report. Grouping by Salesman. The report groups correctly, but under the salesman the sales receipt items are all mixed up

I want to run a Sales By Customer Detail report, but it's not showing as an available report in my Quickbooks online account. Am I missing something? Is it something with my account type or settings? I'm also looking to run a report that shows sales sorted by salesperson.

Thanks!

 

AlexV
QuickBooks Team

Running a Sales by Customer Detail Report. Grouping by Salesman. The report groups correctly, but under the salesman the sales receipt items are all mixed up

Good to see you, minorthread.

 

The Sales By Customer Detail report is unavailable in QuickBooks Online Simple Start. You'll want to upgrade your subscription to have this kind of report.

 

In the meantime, what I can suggest is to use the Transaction List by Date report. Then, we can just filter it. You can follow these steps:

  1. Go to the Reports tab.
  2. Search and select Transaction List by Date.
  3. Click on Customize button. Set the correct Report period.
  4. On the Filter section, select all applicable Transaction Types.
  5. Hit the Run report.

Now you have a report that's similar to Sales By Customer Detail. You can also read this guide about customizing reports in QuickBooks Online.

 

You know where to go if you need more guidance from me.

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