cancel
Showing results for 
Search instead for 
Did you mean: 
JRobertson223
Level 1

Detailed Activity by Customer

Hello. Previously we used Sage50 and we were able to run a report by customer that detailed everything that customer bought during a period of time. Does QuickBooks Online offer something similar or something that we can customize?

Thanks

Solved
Best answer January 29, 2020

Best Answers
Catherine_B
QuickBooks Team

Detailed Activity by Customer

Yes, we have multiple customer detailed reports that gives you an overview of their purchases, JRobertson223. 

 

Let me help you pull that up. We can use the Sales by Customer Detail report as an example and customize the report period. Let me show you how:

  1. Go to the Reports menu and type in the search field Sales by Customer Detail.
  2. Click the Customize button.
  3. Change the Report period
  4. Select Rows/Columns > Change columns to modify the data to display. 
  5. Click Filter to select the type of customer, account, product/services that you'll want to appear on the report. 
  6. Hit Run report

I am attaching a few articles that will guide you on how to customize your reports which are available according to your subscription

 

Let me know if you have further questions. 

View solution in original post

1 Comment 1
Catherine_B
QuickBooks Team

Detailed Activity by Customer

Yes, we have multiple customer detailed reports that gives you an overview of their purchases, JRobertson223. 

 

Let me help you pull that up. We can use the Sales by Customer Detail report as an example and customize the report period. Let me show you how:

  1. Go to the Reports menu and type in the search field Sales by Customer Detail.
  2. Click the Customize button.
  3. Change the Report period
  4. Select Rows/Columns > Change columns to modify the data to display. 
  5. Click Filter to select the type of customer, account, product/services that you'll want to appear on the report. 
  6. Hit Run report

I am attaching a few articles that will guide you on how to customize your reports which are available according to your subscription

 

Let me know if you have further questions. 

View solution in original post

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up