Report - sales by product with customer info

Hi there, @valerieharned. 

It's nice to have you here in the Community. I can assist you with pulling up a customized report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. 

You can pull up a Transaction List By Customer and customize it with shipping address. 

Here's how:

1. Click on Reports at the left pane.
2. On the search box, type in Transaction List By Customer. 
3. Click on the Gear Icon beside the Export button. 
4. Under Change Columns, click on Show More.
5. Put a check-mark on the Shipping Address box.
6. Click on Run report. 

I've attached some screenshots to visualize the steps: 

That should do it, @valerieharned. 

Please let me know if you're referring to something else. I'm just around the corner to provide additional assistance. Have a great week ahead!

Thank you for responding.  I went through the steps you mention below, but am still missing some pieces of information. Below is the list of columns needed for the report.  We are a non-profit and need to run a donor list with their total donations for their tax letters.

Report needs to include:

Product/Service (I need to be able to choose from my list)

Class

Customer first name

Customer last name

Customer address

Date of transaction

Amount of transaction

Any assistance is greatly appreciated.

Thank you for your response.

I have created the Sales by Product/Service report. 

However the Customer Contact List doesn't allow me to choose the Product/Service. So the address would not match the Sales by Product report.

Is there a report that I can see what customers purchased what products that include the address?

It seems the address option drops off between customer and sales reports.

Greetings, valerieharned.

It’s great to have you back in the Online Community. Allow me to step in for a moment and provide additional information about running a sales by product report.

Currently, there is not a direct report that shows the customers addresses and products they purchased. As a workaround, I recommend running the reports provided by @HoneyLynn_G.

I’ve informed our product developers that you want to have this report added in a future update. They also want to know your thoughts on how we can improve the functionalities in QuickBooks Online.

I suggest sending your comments by selecting the Gear icon, then Feedback.

If you have additional questions about running reports, don't hesitate to leave a comment below. I'm always here to answer them.

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@valerieharned wrote:

How do I customize a report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. I have chosen various "Sales by" reports, but cannot find one to include all of the columns I need.

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Your original question is very clear to me. I understand what you want.

Unfortunately, such an option to customize the report as you want is not possible in QBO. You will find most of the reports in QBO are not filterable (or customizable) as you want. It's been like that for a while. 

Thank you.  I have run the two reports as suggested and will delete customers not needed.

This seems to be a basic sales report that a business would want, I'm surprised it's not an option, but hopefully the developers can make that available soon.

Thank you for your time!

Hey there! In your post you say "Currently, there is not a direct report that shows the customers addresses and products they purchased. As a workaround, I recommend running the reports provided by @HoneyLynn_G." 

Do you know how to find those reports by HoneyLynn? I went to her profile but I can't find a way to filter through all her responses and she has a quite a lot. 

Any help is appreciated, thanks much!

Thanks for joining the conversation, @Jake_Goodman.

The reports you’re looking for are Sales by Product/Services Detail and Customer Contact List. Scroll up on this thread to find the answer provided by Honeylynn_G.

Follow the instructions to pull them up in QuickBooks and refer to these articles for more details: 

• Customize your reports in QuickBooks Online.
• Track your sales by Product or service.
• Get the total number of customers in QuickBooks Online.

Should you need anything else, let me know. I’m more than happy to help. Wishing you the best!
 

Ah, gotcha, thank you! Apologies, I misunderstood what was meant originally. Thanks again.

You're welcome, @Jake_Goodman.

No apologies needed. You can always post in the Community for clarifications.

If you need assistance in the future, let me know. It's a pleasure to help. Have a fantastic day!

I believe that this thread already answered my question but I'll try to ask to make sure.

I need a report that is filtered by the product/item, and shows the purchase, the customer, the customer contact info.

Basically I want a report where I can say, these customers bought this item, and I want to be able to send them an email or postcard. Is that option available?

Hello there, whizbank.

You can run the Sales by Product Detail and Customer Contact List reports, then customize them from there.

The detailed steps are provided above by my colleague @HoneyLynn_G.

You can learn more details about customizing reports in this article.

Please let us know if you have other QuickBooks concerns. We're always here to help.

Hi, Is this available on Quickbooks online or only on Quickbooks desktop? I'm trying this on QBO and these fields don't seem to be available for me to customise.

Thanks for joining the thread, svanika.

The steps provided are available for QuickBooks Online. If you're trying to run the Sales by Product/Service Detail report, this is only available in QuickBooks Essentials, Plus, and Advanced. This can be the reason why you're unable to see it and customize it. Please check out the reports included in your QuickBooks Online subscription to see the lists available for your version.

If you're using Simple Start, you can upgrade to any of the subscriptions I mentioned above for you to get the report. 

I'm also adding these links about customizing and running reports in QBO for your guide:

• Customize Reports
• Run reports in QuickBooks Online

Please let me know if you have any other concerns. I'd be glad to help you out.

The best workaround I found is to run the product sales detail report including a column for email. Then run a Customer report. Export into excel. Then use vlookup formulas to connect the reports with the email field as the shared field. It will take a bit to learn but after that it's pretty easy to do. 

@whizbank  @valerieharned  @svanika

QuickBooks A/R statements and reports won't show you the data needed for donor letters/statements - or create the statements. QuickBooks doesn't have a feature to create such statements, showing the reportable payments for the year or other period. Instead, you can use our BRC Donor Statements - QB Online or BRC Donor Statements - Desktop  tool to create the statements.

These tools report on cash received and will include Payments on Invoices, Sales Receipts, and Deposits - in cases where you record your donations directly as deposits. They offer many customization options. For example, you can include a detail or a summary table of donations, or no table. You can include custom text to thank your donors, complete with "mail merge" type fields, so each statement will address the donor by name, and can include the donation total and other fields in the text. You can also include logo and signature files on the statements.

The tools create statements that are ready to print, tri-fold and mail, and if you use windowed envelopes you can print your company and donor addresses on the statements - and align them - so you don't even need to create and use use address labels.

Sales by Product/Services Detail report does not show up in my version of quickbooks.  It was there a week or so ago but now now WHY

Welcome to the Community, @BSKINGO.

I'm here to help you run Sales by Product/Services Detail report in QuickBooks Online.

This report is available in QuickBooks Online Essentials, Plus and Advanced plan. Did you downgrade your plan? If so, this can be the reason why the report is not showing in your current QuickBooks Online version.

See this article for the list of reports included to different QuickBooks Online plans: Reports included in your QuickBooks Online subscription.

If you did not downgrade, we'll have to perform a browser troubleshooting steps to isolate the issue.

The stored files in your browser are typically the source of unexpected behavior or failures in QBO. Your cache saves the files from many websites you visit, so you can quickly load the pages the following time. The browsing speed of websites like QBO may be impacted if the cache is retaining too much data.

It's a good idea to check for issues brought on by a full cache when browsing anonymously because doing so prevents the cache from recording your browsing data. You may also try to use other browsers.

• Chrome: Press Ctrl + Shift + N
• Internet Explorer and Mozilla Firefox: Press Ctrl + Shift + P
• Safari: Press Command + Shift + N

If the steps above will not work, you can use supported browsers as an alternative.

If the given procedures are successful, I advise you to clear the cache in your browser to avoid utilizing outdated forms, safeguard your data, and improve the performance of our programs on your computer.

If the issue persists, I recommend contacting our Customer Care team. You can request a screen-sharing session so they can investigate further the reason for this issue.

Here's how:

1. Sign-in to your QuickBooks Online company.
2. Click Help (?).
3. Select Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.

You can then choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

For future reference, you can read these articles to help you customize reports and save its customization: 

• Customize reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

Let me know if you have questions about running reports in QuickBooks Online. I'm always here to help. Have a great day.