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Level 2

Customer Quantity Purchased

Good afternoon,

    I am trying to find a report (or customize a report), to show the total quantities of items purchased by Customer. 

For instance, we have 10 items (item list ) that we sell to customers.  I'd like to see a report that shows the Customer

and the item total quantity purchased of each item.

Customer            Item             U/M     Quantity

#1                        Pencils            Ea           700

#2                        Tablets             Ea          600

#3                         etc.                  etc     etc              

 

Any ideas?

Thank you,      

Solved
Best answer July 08, 2020

Best Answers
QuickBooks Team

Customer Quantity Purchased

Hi there, @FMW.

 

I'd be glad to help create a custom report to show the total quantities and the item purchased by the customer.

 

Here' how:

  1. In your QuickBooks, go to the Reports menu.
  2. Choose Custom Reports and then select Summary.
  3. In the Display tab, go to the Columns section.
  4. In the Display columns by drop-down, select Item detail.
  5. Choose Customer in the Display rows by drop-down.
  6. Under Display columns for, select the Quantity radio button.
  7. Once done, click OK.

Also, you can add some filters on the report to show the accounts and items you want to see in it. You can do this by selecting the Customize Report button.

 

I've added this article that can guide you in exporting reports into Excel if you want to remove some columns on it. 

 

Don't hesitate to click the Reply button if you have other concerns. I'm here to lend a hand.

View solution in original post

1 Comment
QuickBooks Team

Customer Quantity Purchased

Hi there, @FMW.

 

I'd be glad to help create a custom report to show the total quantities and the item purchased by the customer.

 

Here' how:

  1. In your QuickBooks, go to the Reports menu.
  2. Choose Custom Reports and then select Summary.
  3. In the Display tab, go to the Columns section.
  4. In the Display columns by drop-down, select Item detail.
  5. Choose Customer in the Display rows by drop-down.
  6. Under Display columns for, select the Quantity radio button.
  7. Once done, click OK.

Also, you can add some filters on the report to show the accounts and items you want to see in it. You can do this by selecting the Customize Report button.

 

I've added this article that can guide you in exporting reports into Excel if you want to remove some columns on it. 

 

Don't hesitate to click the Reply button if you have other concerns. I'm here to lend a hand.

View solution in original post

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