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I have tried to customize a sales report to show our customer types along with the name of the customer and the sales, however when I run the report, the customer type is missing from the list.
"customize a sales report"
Which specific report?
"the customer type is missing from the list."
You filter On customer type; you don't actually see it. You would retitle the report and then Memorize it as a Memorized Report.
Run a Sales by Customer Type Detail Report. Click the Customize button (top right), under Rows/Columns click the blue link "Change Columns". Add Customer as an option.
Thanks for joining us here in the Community, @ben95.
Pulling up the Sales by Customer Type Detail Report in QuickBooks Desktop can be done in just a few clicks. I'd be happy to walk you through on how to do that.
Please follow these steps below:
To give you more details about customizing sales reports and to be familiar with the available reports in QuickBooks Desktop, you may read through these articles:
There you have it.
I'm just around the corner if you have any other questions. I'm always here to help. Have a good one!