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AHSI
Level 1

How to create a report showing items purchased?

I need to create a report showing all of the items purchased by each customer.  I would prefer to not run each customer individually if it can be helped.  Obviously I can go back and delete duplicates, so that is not a concern.  New to QB, thank you for your help!

Solved
Best answer June 25, 2019

Best Answers
MaryGraceS
Moderator

How to create a report showing items purchased?

Hi there, @AHSI.

 

Let me show you how to customize the Transaction List by Customer report to include the customer information. 

 

Here's how:

  1. In the Transaction List by Customer report, click Customize Report
  2. Select the Display tab.
  3. Under the COLUMNS section, select the customer's information you wish to add in the report. 
  4. Click OK

I've also attached some articles below for additional resources to customize and save report:

Please know that I'm just a post away if you have any other question with reports in QuickBooks. I'll be happy to help you out. 

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5 Comments 5
MirriamM
Moderator

How to create a report showing items purchased?

Welcome to the Community, AHSI,

 

I'd be happy to help share information about the report you're needing.

 

In QuickBooks Desktop, you can pull up the Transaction list by customer report. This report lists all customer-related transactions (invoices, customer payments, etc.) that occurred within a period of time.

 

The transactions are grouped under each customer's name. If a customer has multiple jobs with your company, the transactions are grouped under the name of each job.

 

To open the detail behind any transaction, double-click the transaction's entry in the report.

 

To pull up this report, here's what you'll need to do:

  1. Go to Reports menu at the top.
  2. Select Customers & Receivables.
  3. Click Transaction List by Customer.

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference: https://quickbooks.intuit.com/community/Help-articles/ct-p/help-articles-us?label=QuickBooks%20Deskt....

 

You are always welcome to come back in if you have any other questions concerning QuickBooks Desktop. I'm always here to answer it for you. Take care.

AHSI
Level 1

How to create a report showing items purchased?

I apologize, I should have been more clear.

I am aware of the transaction list by customer, but unfortunately it doesn't contain the layout or all of the information that I need.  Maybe it can be modified to do so, but I haven't found a way to accomplish that.

The report that I need is a list by customer of all products purchased that includes customer information (address, etc.).  Is this possible?

MaryGraceS
Moderator

How to create a report showing items purchased?

Hi there, @AHSI.

 

Let me show you how to customize the Transaction List by Customer report to include the customer information. 

 

Here's how:

  1. In the Transaction List by Customer report, click Customize Report
  2. Select the Display tab.
  3. Under the COLUMNS section, select the customer's information you wish to add in the report. 
  4. Click OK

I've also attached some articles below for additional resources to customize and save report:

Please know that I'm just a post away if you have any other question with reports in QuickBooks. I'll be happy to help you out. 

LucasOilGal
Level 1

How to create a report showing items purchased?

Good morning!  I have a similar request:  I often have customers call and ask for the product they previously purchased.  Rather than pulling their physical invoice file, I'd love to be able to run a quick report to offer them their previously purchased items; however, when I add columns for Item and Item Description on Transaction List by Customer, they do not populate the items purchased on each invoice, but rather these columns remain blank.

 

We are on Premier Desktop.  Please help ~ 

Jen_D
Moderator

How to create a report showing items purchased?

I appreciate your input and I'm here to help you with your reporting preference, @LucasOilGal,

 

You will need a Sales by Customer Detail Report to view the items billed on invoices. Follow these steps on your QuickBooks Premier company file:

 

  1. Go to the Reports menu and select Sales.
  2. From the drop-down, pick Sales by Customer Detail.
  3. All products are listed under the Item column and grouped by specific invoice numbers.
  4. To filter the customer, click the Customize Report button then Filters.
  5. On the search box find the Name filter.
  6. From the Name drop-down, select a name on the list if you only need one person on the report. Otherwise, use the Multiple names option to select which clients must appear on the report.

For more custom option when running a report, see this article: Customize reports in QuickBooks Desktop

 

Feel free to visit us again if you need further assistance. I'll be right here if you need anything else. Have a nice weekend ahead!

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