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Anonymous
Not applicable

Sales Report by customer

Is there any way short of exporting to excel to show total sales by a customer as a percentage of total sales for a specific year?

4 Comments 4
Rustler
Level 15

Sales Report by customer

No there is not, would be nice though

Anonymous
Not applicable

Sales Report by customer

It is possible but a little involved.

 

I created the report for you, which you can import into QB, and put it on our site here:

BRC Free Report Templates for QuickBooks Desktop

 

It's called "Sales By Customer - With Percentage of Sales"

 

Rustler
Level 15

Sales Report by customer

Hey Red, just super your doing that, thanks

I took it and all the others too, you never know

qbteachmt
Level 15

Sales Report by customer

@Anonymous

 

Report menu > Sales, Sales by Customer Summary, Customize, on the Display tab, select "% of Column." It's right here. You can Retitle and Memorize this as "Sales by Customers as %."

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