Customer Type/Projects/Reporting

Thank you for posting here in the Community, @jkope26.

Yes, you can run and track sales by customer and customer type report. You'll need to run Sales by Customer Detail report and toggle it to Customer type. 

Here's how:

1. At the left panel, choose Reports.
2. In the Find report by name field, type in Sales by Customer Detail.
3. Select the Report period.
4. At the Group by dropdown, choose Customer or Customer Type.
5. Click Run report to show the transactions.

I've also added this relevant article about setting up and assigning customer types in QuickBooks Online.

Click the Reply button if you have further concerns. I'll be here to help you out.

Hi-

Thanks for the suggestion but I'm running into the same issue with this report.  For the transactions where I selected a customer/project the customer type is not being recognized for reporting purposes.  Whereas for the transaction where I just selected a customer (and did not select a corresponding project) the customer type is being recognized in the report.  I've included a attachment which shows both customer set ups (where I selected the customer type), the list of invoices (where I have selected customer/project for a few and just customer for one) and the resulting report (where only the invoice that had just customer selected was correctly showing with their type.)

Thank you!

Hello again, @jkope26.

Thanks for following the suggestion provided by my colleague and sharing with us its result. I can provide clarifications on why the customer type is not recognized in the report.

QuickBooks uses a concept called 'Source' and 'Targets' to build transactions and data when running reports. The target for the Sales by Customer Detail is the customer type and the source will depend on customer information (assigned with customer type or not).

We’ll have to open two reports to view the information you need. To track your projects’ sales, let’s run the Project and Profitability Report.

Here’s how:

1. Tap the Projects menu on the left panel to select the customer/project you’re working on.
2. Click the name to view more details.
3. Then, choose the Project Reports tab.
   
4. From the list, pick Project profitability and hit the View link.
   
5. This will display the income and expenses for the project.

In regard to the customer type and the transactions associated with it, you can continue running the Sales and Customer Report. This way, you can track the sales for the customer type and invoices.

For additional resources, the following links provide an overview of the source and targets of transactions as well as steps to customize a report.

• Targets vs. Sources overview
• Customize reports in QuickBooks Online

Additionally, the Track income, costs, and profitability by project article outlines the instructions about adding a project income and expenses as well as a video for visual reference.

Reach out to me if you have any questions or other concerns. I’ll be right here to answer them for you. Have a great rest of the day. 

Thanks again for the suggestion but this still does not achieve what I am looking for.  I have transactions associated with a customer and more specifically a project for that customer.  Transactions of this nature appear as "not specified" when I run a report for customer type- even though the customer for that project does have a type assigned to it.

Right now, I am not interested in looking at the sales/expenses by project (though good to know that this report exists.)  I am interested in sales by customer type and its frustrating that there is a report for this, yet the info is not shown correctly if I have an invoice that is linked to a customer/project.  I can only see the customer type if the invoice is just linked to a customer (and not the actual project.)

My backup to support this question is attached again.  I am not sure how to better explain what I am looking for, hopefully this is more clear.

Allow me to share additional insights about this scenario, @jkope26.

The reason why the projects show unspecified when running the Sales by Client/Customer report because we aren't able to select a customer type when creating the projects. Only when entering customers' information.

At this time, you can follow the suggested steps provided by Rasa-LilaM above to get the information you need.

For additional reference about running and customizing reports in QuickBooks Online, check out this article.

If you have any other questions, leave a comment below. I'm here to help as quickly as I can. Have a great day!

thank you.  but please explain to me...if a project is linked to a customer and that customer has a customer type selected, then why wouldn't the sales by customer type report pull that info?  just seems like its disjointed.

the project profitability report is fine if I wanted to just look at one project, but I am interested in sales by customer type, which doesn't seem like I'm able to utilize if I'm recording all transactions on a project level.  is there something I'm missing?

You don't miss anything, @jkope26.

The Sales by Customer Type Detail report will only show customers associated with a customer type. As mentioned by my peer Rasa-LilaM, the target of the Sales by Customer Type Detail report is the customer type.

As a workaround, you can consider running the Project profitability report to see all transactions on a specific project. I understand that you'll have to run this report one at a time. However, this will be the best option we can consider right now.

You might want to check out this article to learn more about projects: Projects FAQ.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and stay safe.

Yes, this is what I'm confused by- if a project is linked to a customer, and that customer has a customer type associated with it, I'm not understanding why transactions for that customer/project would appear with no customer type specified in the report.

The profitability report by project doesn't help me.  If I'm trying to see sales by customer type I ideally would want one report (sales by customer type) to show me everything sorted by customer type.  Running a report for every single project I have in Quickbooks doesn't seem like an efficient use of my time.

Hello, @jkope26.

As of now, this is how QuickBooks works for customers and jobs in QuickBooks Online. I would feel the same way in your situation and understand the importance of being able to show the customer type for projects when running the Sales by Customer Detail report as running the Project profitability report can be time-consuming though. Our engineers are continuing to develop our software that delivers the best experiences for our customers. To stay current with the latest QuickBooks news and updates, feel free to visit our blog.

Please extend your patience, @jkope26. As always, feel free to get back to us here on the Community page if you have any other questions. I'm a few clicks away to help. Have a good one!

Thanks for the input everyone.  I have alternatively found that using the "class" feature allows me to tag/view my sales by class, which achieves the same thing I was looking for by tagging the customer with a type. 

Thanks again!

I was surprised to find that I can't simply create any report I wish to, and basically only able to customize certain fields.  And those customizations change depending on the report you choose from.

I need a Sales by Customer Type Summary Report.. not the Detail.  Can we get that going please?  

Thanks for joining this thread, @1231 4602 0456 814.

I know how important for you to generate a report that will give the info you need. I'll send this feedback to our product engineers so it will be added in the future enhancements. As a workaround, you can export the Sales by Customer Type Detail report to Excel. From there, remove other info to format things just the way you want them.

Here's how:

1. Go to the Reports menu.
2. In the Find report by name, enter Sales by Customer Type Detail.
3. Click the report to open.
4. Once opened, select the Export icon to export it to Excel.

Here's the article that will provide you the lists of available reports you can run: Reports included in your subscription. 

Also, to guide you in filtering data to show specific details of your reports, you may visit our Customize reports page. This also includes steps on how to export, send, and print reports. 

Please don't hesitate to post again if you have any concerns about accessing reports. I'm always right here to help. Take care always. 

That's unfortunate.    Exporting to an excel isn't an option because it would require me to create a Month column after every export so that I can create a pivot table, and in order to do that I would need to use the Month function pulling the date from the Date field, but the date field gets exported as a text not a date, so the Month function doesn't read it like a date.

This basically means I would have to manipulate each row's date field to become a proper date field to enable me access to the Month function.  Exporting isn't a workable solution for me unfortunately.

Being able to see my revenue segmented by customer type across a specific period of time feels like a basic view. (eg. how much money am I making from stores vs direct over the past 9 months?)  I understand there is only so many things a company can do.  How much Intuit resources are required to offer a summary version?  I think it's safe to assume that if there's a need for a detailed view, there's always a need for the same summary view.  I can't imagine I'm the only one who wants this view.  Is this something that can be added to the roadmap?

Thanks for mentioning that the class will work for you.  Unfortunately, that means you have to manually tag every transaction with the class instead of it simply tagging the record with the type that is in the customer master data as you have been explaining to QBO support.  

I need reports based on customer type as well.  And consistency in reports when projects are used.  Why do some reports omit data when a project is on the record?  I see some benefits in using projects vs sub-customers, but not if I cannot be certain to get ALL of my data when running reports.  QBO, you can do better!