Thank you for the details insight. I'm here to lend a hand in running the report you need.
In QuickBooks Online (QBO), you can pull up the Transaction List by Customer report, A/R Aging summary report and Project profitability report and customize it to show the specific columns you need. Then export them to excel.
In the left menu, click Reports.
Type in Transaction List by Customer in the search bar.
Click the Customize button.
In the Rows/Columns section, select Customer in the Group by drop-down button. Additionally, to show other information you need, click the Change columns link.
In the Filter section, select the Transaction Type, Customer (Specified), Delivery method (Ship Via).
Press Run report.
I know having the option to generate a report that shows the information you needed would be a great add-on to our features.
To learn more about how to run a report in QBO, visit these articles: