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Experienced Member

I am trying to run a report showing current sales by customer and showing their address. I cannot find any way to run this report. Basically I deliver products and I have a list of orders each week. I need a report showing the customer name, address, and item/order. I also cannot figure out how to add multiple customers on the Mac version. I am happy to add a custom field but I can't see to do that either. I already tried exporting the customer list and merging it with the sales report like it suggests with the desktop windows version, however the sales report does not have an export option.

 
1 Comment
QuickBooks Team

Re: I am trying to run a report showing current sales by customer and showing their address. I ca...

Thank you for the details, Kelly0628. Let's break down your questions.

 

Let's start with running a report that shows your customer's address, current sales, and items. You'll have to run the Sales by Customer Detail report. Then, filter it to show the details mentioned.

 

Next, adding multiple customers has to be done manually. I like your idea, though. Rest assured, I will personally send feedback about this feature to our developer. 

 

Lastly, if you wish to add a custom field for your customers, here's how to do it:

  1. From the Lists menu, click Customer:Job.
  2. On the Additional Info pane, select Define Fields.
  3. Enter the name of the field in the Label column.
  4. Then, select the lists where you want the field to appear.
  5. The, click OK.

However, if you wish to add a custom field for your items, please follow these:

  1. On the Item list, edit an item.
  2. Click Custom fields.
  3. Then, Define Fields.
  4. Enter the name of the field.
  5. Select the Use check box.
  6. Click OK.

Feel free to reach out to e of you have other concerns with QuickBooks for Mac.