Sales Report by customer

Anonymous · ‎January 11, 2019

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?

Rustler · ‎January 11, 2019

No there is not, would be nice though

Anonymous · ‎January 11, 2019

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 · ‎January 11, 2019

Hey Red, just super your doing that, thanks

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

qbteachmt · ‎January 12, 2019

@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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Sales Report by customer