I'm here to share some details about running the report you need, @Stueagle.
In QuickBooks Desktop (QBDT), we have the Sales by Customer Detail report that you can run. This report will show the total sales to each customer and job, broken down by transaction. Then, customize the column to display classes.
However, there isn't a way to add to the Total # of Invoices column. As a workaround, you can consider exporting the information to Excel and manually counting the number of invoices from there.
To pull up the report, here's what you'll need to do:
- On your QBDT account, go to the Reports menu at the top.
- Select Sales, and then click on Sales by Customer Detail.
- Click the Customize Report button and choose the Display tab.
- Set the report date range.
- Go to the Columns section and select Type, Date, Number, Name, Class, Paid, and Amount.
- Click on the Filters tab and type Transaction Type in the Choose filter field.
- Select Invoice.
- Click OK.
After that, select Excel on the toolbar and choose to Create New Worksheet. Then, click on Export.
I can see the importance of running the report you need to provide to your potential buyer. Since it's not yet an option, I suggest sending a feedback request to our product developers. Here's how:
- Go to the Help menu and select Send Feedback Online.
- Click the Product Suggestion from the dropdown menu.
- Fill out the on-screen instructions in the QuickBooks Feedback window.
- After that, click Send Feedback.
You can also visit this page or the What's New section on your QBDT to get updates on our latest news about product improvements.
To learn more about running reports in QBDT and how you can personalize it to generate what you need, see these articles:
As always, feel free to check out our help articles in case you need tips and related links while working with QuickBooks in the future.
Let me know if you have other concerns while running reports or managing QuickBooks. I'll get back to you right away. Have a great day.
