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Welcome to the Community space, @mcallaghan-mersi.
You can set up the customer ID of your customer under the Other field. I'll show you how:
Once done, you can run the Customer Contact List report and filter it to show the customer ID of your customers. Here's how:
I'll add these articles to learn more about how to run and customize the report in QuickBooks:
Stay in touch if you need some help when working in QBO. I’ll be right here to help and make sure you’re taken care of. Have a great day ahead.
This is great information, but how do I now get the CustomerID (Other) field of Contact record to show up in a report of sales by customer with a column for CustomerID?
Thanks for joining this thread, BruceHammond. I'm happy to hear Joesem M's post was helpful.
I can certainly understand how a column on Sales by Customer reports for each customer's Other field could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while signed in.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
As a workaround, you can export a copy of your Sales by Customer reports as Excel files, then further customize them in Excel.
Please feel welcome to send a reply if there's any additional questions. The Community's always here to help. Have a great day!
I am trying to export the data to excel, but the one field to link the customer I need on a report is the Other field. I do NOT see it when I create a sales report. Am I missing something?
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