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Trying to generate a report that would list all the products I have purchased for a specific customer but I don't know how to do it.

 
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Best answer 07-24-2019

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Moderator

Re: Trying to generate a report that would list all the products I have purchased for a specific ...

Hi, kanita.

 

Right now, there isn't a report that lets you filter a list of product purchased for a specific customer in QuickBooks Online.

 

As a workaround, you can run the Purchases by Product/Service Detail report that shows the information you need. Then, export them to Excel.

Here's how:

  1. From the left menu, select Reports.
  2. In the search field, type in Purchases by Product/Service Detail.
  3. Click Customize, select Rows/Columns, and click Change  columns.
  4. Select Customer.
  5. Select Product/Service.
  6. Click Run report button.
  7. Click Export, then Export to Excel.

Now, you can filter the report that will show the list of products you purchased for a specific customer.

 

You can check this article on how to customize reports in QBO.

 

If I can be of additional help with pulling up reports in QuickBooks, just post a comment below. Thanks!

View solution in original post

1 Comment
Moderator

Re: Trying to generate a report that would list all the products I have purchased for a specific ...

Hi, kanita.

 

Right now, there isn't a report that lets you filter a list of product purchased for a specific customer in QuickBooks Online.

 

As a workaround, you can run the Purchases by Product/Service Detail report that shows the information you need. Then, export them to Excel.

Here's how:

  1. From the left menu, select Reports.
  2. In the search field, type in Purchases by Product/Service Detail.
  3. Click Customize, select Rows/Columns, and click Change  columns.
  4. Select Customer.
  5. Select Product/Service.
  6. Click Run report button.
  7. Click Export, then Export to Excel.

Now, you can filter the report that will show the list of products you purchased for a specific customer.

 

You can check this article on how to customize reports in QBO.

 

If I can be of additional help with pulling up reports in QuickBooks, just post a comment below. Thanks!

View solution in original post

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