cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Frequent Explorer *

Sales report by customer and jobs

hello, 

I need a Sales report by customer and jobs,. (Customer and his jobs customers) (Items)

Thanks,

Ernesto

2 Comments
Frequent Explorer *

Re: Sales report by customer and jobs

Hello

I need a Sales report by customer and jobs, (including customer and jobs customer)

Moderator

Re: Sales report by customer and jobs

Hi there, All Brands Group.

 

I'm here to help you locate the Sales by customers and jobs report in QuickBooks Desktop.

 

Let's run the Custom Transaction Detail report and customize it from there. To do this task, please follow these steps:

  1. Go to Reports.
  2. Choose Custom Reports.
  3. Select Transaction Detail.
  4. In the Display tab, set the date range.
  5. Under Columns, uncheck Memo, Account, Class, Clr, Split, Debit, Credit, and Balance.
  6. Mark to select Amount.
  7. Select Customer in the Total by drop down.
  8. Go to Filters.
  9. Search for the Name filter.
  10. Highlight the filter and choose All customers/jobs under Name. Then, click on OK.

For your visual reference, I've attached some screenshots below.

 

1.1.PNG

 

1.2.PNG

 

1.3.PNG

 

1.4.PNG

 

1.5.PNG You can also check out this article to learn more about customizing a report in QuickBooks Desktop.

 

This should point you in the right direction. Let me know if you have further questions. I'm always here to help.