I need to run P&Ls by Customer, filtering this report for selected groups of customers. There are more than 5,000 customers in my client's QBO customer table, so it is not practical to use the standard filter to select a specific group of say 70 customers to generate the P&L by Customer for. The Drop-down list of Customers is too big to be practical to select say a group of 70 customers from.
Question: How could I generate these P&L by Customer reports, on a monthly basis, for specifics groups of customers, without going though the Drop-down list in the standard report customizations. Would/could I have to create an custom application, which would use the QBO API (P&L function) to select a specified list of customers, or is there an easier way to select multiple customers when generating this report in QBO?
Hi @tonycpa, QBO allows you to group your customers into different segments. You would have to assign them to a Customer Type in QBO. However, this info does not show up in the P&L report in QBO. I believe you can only ran the "Customer Type Detail" and "Customer Detail" reports for you to see your client's customer's transactions by specific group/type.