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Dolouser
Level 1

I created a custom report by customer but it all runs together. How do I get a page break by customer?

I created a custom report by customer but it all runs together.  How do I get a page break by customer?

5 Comments 5
QBsguru
Level 7

I created a custom report by customer but it all runs together. How do I get a page break by customer?

When you select the print report option, click off the button "Page break after each major grouping".

Anonymous
Not applicable

I created a custom report by customer but it all runs together. How do I get a page break by customer?

Thanks for getting in touch with us today, Dolouser,

 

I want to make sure you get the report you need in QuickBooks Desktop.

 

In addition to QBsguru's answer, we can customize a Transaction Detail report to show your sales transactions per customer. Let me show you how:

  1. Go to the Reports tab.
  2. Click Custom Reports.
  3. Choose Transaction Detail.
  4. On the Display tab, edit the report date in the From and To fields.
  5. Go to the Filters tab.
  6. On the filters, select Transaction Type then choose Multiple Transaction Types. Mark the items you want to see on the report. (Please see screenshot.)
  7. Click OK twice.
  8. On the Total By drop-down, select Customer. (See screenshot.)

You may want to check this article to know more about customizing reports in QuickBooks: Customize reports in QuickBooks Desktop

 

That should point you on the right track, Dolouser. Please let me know if you need further assistance. I'm always free to help. Have a good day!

Anonymous
Not applicable

I created a custom report by customer but it all runs together. How do I get a page break by customer?

@Anonymous

Did you answer the question? "How do I get a page break by customer?"

 

No, you didn't.

hkh
Level 1

I created a custom report by customer but it all runs together. How do I get a page break by customer?

Is their a way to save this custom report as a PDF with page breaks? I can only get the page breaks when i go to print it, but i need it saved that way. 

JaneD
Moderator

I created a custom report by customer but it all runs together. How do I get a page break by customer?

You'll want to edit the Page Display view on your PDF file, hkh.

 

Once you're done following the steps above to create the report, click on Print drop down and choose Save as PDF.Save PDF.PNG

 

To create a page breaker:

  1. Click on the View tab while the file is open.
  2. Hover your mouse to Page Display.
  3. Then, select Enable Scrolling.

You can refer to the screenshot below.Page break.PNG

 

In case you're interested in memorizing a report in QuickBooks, check out this article: Create, access and modify memorized reports.

 

Drop a comment if you have any other concerns. We're here to help.

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