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DianneHome
Level 1

How do I print "Sales by Customer Detail" for each customer separately?

We are a church and these Customer Details are their annual giving statements.

2 Comments 2
Jayson_E
QuickBooks Team

How do I print "Sales by Customer Detail" for each customer separately?

Hello, DianneHome.

 

You can run the Sales by Customer Detail report and filter it by Customer, then print it separately for each member.

 

Here's how:

 

  1. Hover over your cursor to the Reports menu.
  2. Select Standard Reports and enter Sales by Customer Detail in the search dropdown menu.
  3. From there, set your Report period (e.g., Last Calendar Year for annual giving statements).
  4. Click Customize and navigate to the Filters section.
    • In the first dropdown, select Customer.
    • In the second dropdown, select equals.
    • Then, check the box for the specific customer whose statement you’re generating.
  5. Once done, click the Print icon.

 

You can then repeat these steps for each member to generate and print their individual giving statements.
 

Feel free to revisit this thread if you have follow-up questions.

Jayson_E
QuickBooks Team

How do I print "Sales by Customer Detail" for each customer separately?

Hi, DianneHome.

I’m following up to see if the solution we provided worked for you.

Did it resolve the issue, or are you still experiencing difficulties?

We're happy to assist further if you need any more help.

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