cancel
Showing results for 
Search instead for 
Did you mean: 
GeneM
Level 2

Sales by customer report with carrier tracking number

Hi,

 

I have QB Pro desktop. I have used the OTHER field on my invoices and named it "Carrier Tracking Number". Once an item is shipped via Fedex or UPS, I cut and paste the tracking number from my order fulfillment company and send the updated invoice to the customer.

 

I want to see if all my orders are shipped by developing a report which lists the customer name, invoice number, amount, product and the carrier tracking number which I entered above. If there is no tracking number then it has not been shipped or I have not entered the number.

 

I can't seem to find the Tracking Number field to include in any report.

 

Can anyone help?

1 Comment 1
BettyJaneB
QuickBooks Team

Sales by customer report with carrier tracking number

Glad to see you again here in the Community, @GeneM.

 

I'm here to share some insights on how you can create a report that provides the information that you need.

 

QuickBooks Desktop only allows you to customize reports so you can sort them based on the data that you need. However, having the carrier tracking number that you've added to show up on the sales report isn't available.

 

To generate a developing report that lists the customer's name, invoice number, amount, and product, you can export the report to Excel. From there, you can manually add the carrier tracking number.

 

Here's how to export a report:

  1. In QuickBooks, go to the Reports menu and select Reports Center.
  2. Find and open any report.
  3. Select the Excel on the toolbar. 
  4. To create a new Excel workbook, select Create New Worksheet.

To give you more details about the information that you can include on your reports in QuickBooks Desktop, please check out this link: Customize reports in QuickBooks Desktop.

 

Let me know if there's anything else that I can help you with reports or QuickBooks. I'll be right here to help.

Need to get in touch?

Contact us