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FFrruussttrraatteedd User
Level 1

Create a mailing list of my best customers

I want to send my best customers a Christmas card. Not all of them. How do I get their mailing address and total sales on the same report?

Solved
Best answer October 27, 2021

Best Answers
ChristieAnn
QuickBooks Team

Create a mailing list of my best customers

Hi there, FFrruussttrraatteedd User.

 

Thank you for visiting the QuickBooks Community. I'll make sure you're able to see a specific report that shows what your business needs.

 

QuickBooks Desktop provides different reports that you can customize to cater to your business needs. That said, I suggest running the Sales by Customer Detail report and customizing it. That way, you're able to get different customer's mailing addresses and total sales on the same page.

 

Here's how:

 

  1. Click the Reports menu at the top.
  2. Choose Sales and select Sales by Customer Detail.
  3. Click the Customize Report button.
  4. Choose Ship to Address in the search column.
  5. Go to the Filters button. Then, select Transaction Type and choose All.
  6. Click the OK button.

 

For further details on how you can personalize different reports to view the exact data, you can click this article: Customize reports in QuickBooks Desktop.

 

Lastly, you may refer to this article on how you can easily keep track of your sales and expenses using predefined customer, job, and sales reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Feel free to leave a comment below if you still have concerns getting specific data in QuickBooks. I'll get back to you as soon as I can.

View solution in original post

2 Comments 2
ChristieAnn
QuickBooks Team

Create a mailing list of my best customers

Hi there, FFrruussttrraatteedd User.

 

Thank you for visiting the QuickBooks Community. I'll make sure you're able to see a specific report that shows what your business needs.

 

QuickBooks Desktop provides different reports that you can customize to cater to your business needs. That said, I suggest running the Sales by Customer Detail report and customizing it. That way, you're able to get different customer's mailing addresses and total sales on the same page.

 

Here's how:

 

  1. Click the Reports menu at the top.
  2. Choose Sales and select Sales by Customer Detail.
  3. Click the Customize Report button.
  4. Choose Ship to Address in the search column.
  5. Go to the Filters button. Then, select Transaction Type and choose All.
  6. Click the OK button.

 

For further details on how you can personalize different reports to view the exact data, you can click this article: Customize reports in QuickBooks Desktop.

 

Lastly, you may refer to this article on how you can easily keep track of your sales and expenses using predefined customer, job, and sales reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Feel free to leave a comment below if you still have concerns getting specific data in QuickBooks. I'll get back to you as soon as I can.

FFrruussttrraatteedd User
Level 1

Create a mailing list of my best customers

That works! Thanks so much...

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