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Best answer August 21, 2020
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Yes, there's a way to create the Sales by Customer report that compares your twelve months' worth of sales in QuickBooks Online (QBO), @juma1. I'm here to guide you how.
You can compare two months of your sales when pulling up the Sales by Customer (Summary) report through the Compare another period feature. Then, to acquire such a report that provides your twelve months' worth of sales, you'll have to manually update the Report period and Display columns by fields. Here's how:
- Go to the Reports menu.
- Type in Sales in the search box, then select Sales by Customer Summary.
- In the Report period field, select the Custom option. Then type in the dates in the From and To fields.
- Choose Months in the Display columns by field.
- Select Run report.
I've attached screenshots below for your reference.
After customizing the sales report, you can memorize it to save its current customization setting. For the detailed steps, kindly check out this article: Memorize reports in QuickBooks Online. It also contains information in scheduling and emailing a memorized report and add it to a group.
I'm also adding this article for the complete list of reports available for your QBO version: Reports included in your QuickBooks Online subscription. It includes sections like business overview, sales and customer, and who owes you to name a few.
Please let me know if you have other concerns. I'm just around to help. Take care always.
Yes, there's a way to create the Sales by Customer report that compares your twelve months' worth of sales in QuickBooks Online (QBO), @juma1. I'm here to guide you how.
You can compare two months of your sales when pulling up the Sales by Customer (Summary) report through the Compare another period feature. Then, to acquire such a report that provides your twelve months' worth of sales, you'll have to manually update the Report period and Display columns by fields. Here's how:
- Go to the Reports menu.
- Type in Sales in the search box, then select Sales by Customer Summary.
- In the Report period field, select the Custom option. Then type in the dates in the From and To fields.
- Choose Months in the Display columns by field.
- Select Run report.
I've attached screenshots below for your reference.
After customizing the sales report, you can memorize it to save its current customization setting. For the detailed steps, kindly check out this article: Memorize reports in QuickBooks Online. It also contains information in scheduling and emailing a memorized report and add it to a group.
I'm also adding this article for the complete list of reports available for your QBO version: Reports included in your QuickBooks Online subscription. It includes sections like business overview, sales and customer, and who owes you to name a few.
Please let me know if you have other concerns. I'm just around to help. Take care always.
Hello, jgallup.
Let's perform some troubleshooting steps so we can verify if this is related to your browser or not, jgallup.
You can try using a different browser in accessing your QBO account to isolate further the issue. There are times that the browser stores frequently-accessed data, thus causing some errors or unusual behavior.
Let's try logging in to your QuickBooks Online account using a private or a different browser. Here's how:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
- Microsoft Edge: press Ctrl + Shift + P
Once logged in, go back to the report and customize it to double-check if you're able to view the monthly column data. If this works, it means that you need to clear the browser's cache so the system can start fresh. You can also do this task on other supported, up-to-date browsers. Clearing the cache will refresh the system, and you'll be able to work with clean trash.
Please feel free to visit me here in the Community if you have other questions in QuickBooks. Have a great day, and stay safe!
