how to check total number of item sold to each customer in specific period

There's definitely a way to do that, sms2friends.

You can customize the Sales by Customer Detail report to remove the columns that aren't required by your tax agency. I'd be glad to show you how:

1. Go to the Reports menu.
2. Open the Sales by Customer Detail report.
3. On the report window, select Customize or Customize Report.
4. Go to the Display tab, then set the appropriate reporting date and basis.
5. In the Columns section, uncheck the columns that you want to remove.
6. Hit OK, then click the Excel or Export to Excel at the top.

I'm also adding these articles to help track your sales and save your custom reports in QuickBooks Desktop:

• Customize customer, job, and sales reports
• Customize and memorize reports in QBDT for Mac

If you need additional assistance in managing your other reports, just tag my name in the comment section. Looking forward to helping you out again.

well i tried out all the filters available but i ain't found any option which shows me only total quantity sold to each customer , it is displaying separately but not showing me one single figure of total quantity sold to customer

like i sold 2 door, 2 handles, 2 cupboards 

i want to get the final figure which is 6 , is their anyway to do so ?

Hello, sms2friends. 

Allow me to share additional details about running reports in QuickBooks Desktop.  

At this time, we can only add a single figure of the total quantity sold to a customer in the field on the Sales by Customer Detail report.   

We can open the report and export them in Excel. From there, you can customize the field you'd like to add on.  

To export the report to Excel:

1. From the report's page, click on the drop-down arrow under the Excel tab, then select Create New Worksheet. 
2. Click on the Create new worksheet radio button, then tap in a new workbook. 
3. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

For further insights about customizing reports, I recommend checking below articles: 

• Customize reports in QuickBooks Desktop 
• Export reports as Excel workbooks in QuickBooks Desktop 

Keep me posted if you have other questions about managing reports in QuickBooks. I'll be happy to lend a helping hand. Stay safe always!

@sms2friends 

Another option, consider having a BI app.

if u please share any tutorial link where i can understand how to do this using power bi as i never used power bi

after exporting the data in this way it takes lot of time to find total number of item sold to customer against each invoice, is thier any easy way as doing it manually from hundred of customer takes lot of time

only thing i need is total number of item sold against each invoice to customer , along with total amount only

I'll help you find it, @sms2friends.

I've other customizations steps, so you'll quickly see the cumulative amount and the number of items sold in QuickBooks Desktop. 

You can run the Sales by Customer Detail report in your account. Then customize it to show the total amount and number of items sold on each of your customer invoices. 

Here's the guide: 

1. Follow the step 1 to 4 provided by KlentB above. 
2. In the Columns field, type Amount and Qty, then put a checkmark. 
3. Select Customer Type or Customer in the Total by drop-down. 
4. In the Sort by a drop-down arrow, choose Name. 
5. Go to Filters, then select the following: 

• Item - All sales items
• Customer Type- All customers/jobs or Multiple customer types
• Transaction Type - Invoice 

      6. Click OK. 

For more details about customizing reports, visit the article provided on this thread. 

In regards to the tutorial link on the Power BI app, I'd recommend contacting their Customer Care Team. They can provide you articles and videos on how to manage the application. Please visit this page to know their contact number: Power BI assistance.

I've included an article on how to memorize and combine reports from two or more company files: Understand reports in QuickBooks. 

If you happen to have other questions with QuickBooks, please post them in this thread. I'm always here for you. Have a lovely day. 

please note i have performed all the step provided by you , but still its not showing total quantity against each invoice of each customer

i have shared screenshot for ur convenience , please note i note i need to know total number of item quantity

for ur understading let me elaborat it more with screenshot

like my customer name is malik time cosmetics

two invoices are issued 

invoice no :3213 and 3820

i want total quantity for invoice 3213 which  24+2 = i need figure of 26

and amount 1764

and invoice 3820 12+1= i need figure of 13

and amount of 1528

in simple subtotal of amount and quantity against each invoice , if not possible for each invoice atleast for both of them total no of quantity sold and total sale which is already showing

Thanks for sharing a screenshot, @sms2friends.

I'll be glad to share some workaround to get the total amount and quantity per invoice. Since there isn't a report that can generate a total per invoice, you'll need to export the report to Excel to add the total. Let me guide you how.

1. Go to Reports at the top.
2. Choose Custom Reports, and then Transaction Detail.
3. Select the Customize Report button at the top.
4. Under Columns, mark QTY and Amount. Then, unmark the other columns that you don't want in the report.
5. Change the Total by to Customer.
6. Tap the Filters tab, and then scroll towards the Transaction Type. Look for Invoice in the drop-down.
7. Click OK. 
8. Hover towards the Excel drop-down at the top and then select Create New Worksheet.
9. Tap Export when prompted. 

An Excel Spreadsheet will open, from there you can manually insert a row and enter the totals for QTY and Amount. I've added some screenshots for you.

Learn more about exporting reports in this article: Export reports as Excel workbooks in QuickBooks Desktop 

On the other hand, you can look for a third-party app that can handle this type of report. Just visit our website for details: https://desktop.apps.com/home.

Additionally, I'm attaching this link here in case you need help with other reports-related tasks: Understand reports.

That'll do it. Please know that you're always welcome to reply anytime. If you have other questions or concerns with customer reports. Take care and have a good one.

please tell me do i have to do it manually for each invoice, or if their is any easy formula that it calculates for all customers in excel as i have invoice data of more than 1000 customers per month and doing it manually for each customer/ invoice is not practically possible

or if it is possible in quickbooks to final total number of quantity sold to customer and not for each single invoice as mostly customer have single invoice in month and it will save my time

Thanks for coming back here, @sms2friends.

I can share some more insights on how you can get the report you wanted. 

For this, you can use a Sales by Item Detail report. It will show you the list of items sold for each customer. As an overview, this report will group the customers under a certain item.

To do that, follow the steps below:

1. Go to the Reports menu and choose Sales.
2. Choose Sales by Item Detail.
3. Tap Customize Report then go to the Columns section.
4. Mark the Item column.
   
5. Tap the Filters tab, scroll down the filters and find Transaction Type.
6. Select a transaction or pick Multiple Transaction Types by marking the boxes next to the transactions you want to see.
   
7. On the same filters page, choose Name then pick the names you want to run. You can also pick only one if you need to see a single customer's purchases.
8. Hit OK.
9. (Optional) Use the Memorized button so you don't need to redo the changes when pulling up the same report. Saved reports are accessed through Reports > Memorized Reports. 

See these links to learn more about modifying and memorizing QuickBooks Desktop reports:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports

If you need a higher level of customizations, note that our developers are working internally when it comes to projects and product enhancements. They go through a wide range of feedback, and tries to navigate a path forward with accessibility leading.

Their goal is to be purposeful and thorough with the enhancements and product updates to make our program efficient to use. For now, we can't provide the turnaround time if they will release additional report preferences. They work on product enhancements internally. 

If you have any product suggestions to our developers about our report preferences, go to the Help menu and select Send Feedback Online.

You can also check out this link to be updated with the recent and upcoming changes for our QuickBooks products: QuickBooks Product Updates (QuickBooks Desktop and Online)

If you have any questions or need further help with QuickBooks, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than happy to help. Have a nice day!

Unfortunately, some of the things you say to do, aren't even there. There is no total by for example. This is very frustrating and makes no sense that you cannot run a report that TOTALS how many or QUANITY you have

Allow me to dive in to assist you with running a report showing the number of items you have in QuickBooks Desktop (QBDT), blueview.

The product provides various reports to give insights as well as an overview of your business. If you’re looking for a report that will show the item’s quantity on hand, we can run an Inventory Stock Status by Item report. This report contains the filter you’re looking to keep track of the item on hand.

Here’s how you can pull up the report:

1. Go to the Reports menu and select Inventory.
2. Click the Inventory Stock Status by Item report.
   
3. In the report window, click the Customize button.
4. Under the Display tab, select the On Hand column to display.
   

On the other hand, you can follow the steps outlined by my colleague, Jen_D  to pull up a report displaying the number of items sold in your company.

Moreover, you can check out this article to learn more about utilizing the Memorize Report in QuickBooks Desktop. This way, you can save your previous customize for future use.

Less you have more concerns about running reports, please let me know by clicking the Reply button. Have a good one!