Product/Service purchase report that will include Customers' names, phone numbers and email addresses

Thanks for posting in the Community space about customizing reports in QuickBooks Online (QBO). I can share some more insights to achieve your goal, Floral Designer CA.

We can run two reports to have the report you need. First, we can pull up and customize the Sales by Product/Services Detail report and then include the customers' names. Here's how: 

1. Click Reports.
2. In the search field, enter Sales by Product/Services Detail.
3. Click the Gear icon on the upper-right side of the report.
4. Click the Show more link.
5. Put check marks on Product/Service and Customer boxes.
6. Press on your screen to refresh the report.

The report doesn't have a filter to add your customer's address and phone number. As a suggestion, just run another called Customer Contact List report. Let me show you how:

1. Click Reports.
2. On the search field, enter Customer Contact List.
3. Click the Gear icon on the upper-right side of the report.
4. Click the Show more link.
5. Put check marks on the Email and Phone boxes.
6. Press on your screen to refresh the report.

Once you have the perfect set of filters, save them so you can run the same report in the future.

1. After you customize a report, select Save customization.
2. Give your report a name.
3. Select Save.

Then, you can combine these reports through Excel so you can have all the information in one report. Just click the Export icon and from there arrange the columns to show the data you need. To know more about customizing QBO reports, you can check out this article: How to customize reports. 

For more tips and other resources, you may visit our page for managing your company financial reports in QuickBooks: Reports. 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

Hi -

Thanks so much for your response. Unfortunately, I have little experience with Excel. Do you have a link to a precise, step-by-step example of this data merge process?

I'm very disappointed we're require to use work-arounds to get reports which were once easy to run and we consider necessary and important. 

---

@RCV wrote:

Thanks for posting in the Community space about customizing reports in QuickBooks Online (QBO). I can share some more insights to achieve your goal, Floral Designer CA.

 

We can run two reports to have the report you need. First, we can pull up and customize the Sales by Product/Services Detail report and then include the customers' names. Here's how: 

 

1. Click Reports.
2. In the search field, enter Sales by Product/Services Detail.
3. Click the Gear icon on the upper-right side of the report.
4. Click the Show more link.
5. Put check marks on Product/Service and Customer boxes.
6. Press on your screen to refresh the report.

 

The report doesn't have a filter to add your customer's address and phone number. As a suggestion, just run another called Customer Contact List report. Let me show you how:

 

1. Click Reports.
2. On the search field, enter Customer Contact List.
3. Click the Gear icon on the upper-right side of the report.
4. Click the Show more link.
5. Put check marks on the Email and Phone boxes.
6. Press on your screen to refresh the report.

 

Once you have the perfect set of filters, save them so you can run the same report in the future.

 

1. After you customize a report, select Save customization.
2. Give your report a name.
3. Select Save.

 

Then, you can combine these reports through Excel so you can have all the information in one report. Just click the Export icon and from there arrange the columns to show the data you need. To know more about customizing QBO reports, you can check out this article: How to customize reports. 

 

For more tips and other resources, you may visit our page for managing your company financial reports in QuickBooks: Reports. 

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

---