Sales report for customer who purchased less than $4000 last year

I don't think QuickBooks will filter a report by the totals.

I just ran the Sales by Customer Summary and then sorted it by the total. Seems that could be exported to Excel and the customers that purchased more than $4000 deleted from it.

However that same procedure won't work for a detail report, if you need the details on the report.

Need detail to sort by item too. 

Hello there Erin,

I'm chiming in the discussion to share some insights about this sales reporting topic.

If you want a sales detail report with the items, use the Sales by Customer Detail report. It has the Item column so you know what products were sold to a specific customer.

Here's how it looks like:

You can also open the Sales by Item Detail. This report already has a total for each item and a total for all sales at the bottom of the report.

See this:

To pull up the reports, follow these steps:

1. Go to the Reports menu.
2. Choose Sales, then Sales by Customer Detail or Sales by Item Detail.
3. Update the Dates and Report Basis.
4. To add filters, use the Customize Report option.

 I'll be adding a few related articles below to help you understand reports in QuickBooks and how to customize them:

• Understand reports
• Customize reports in QuickBooks Desktop

Get back to me if you have other questions or clarifications about QuickBooks or this reporting topic. I'll be right here to help you whenever you need it. Have a lovely day!

My question was, How do I filter that detailed report by a balance? I need to see all customers that purchased less than $4000 of a particular item for the period (last year for example). I keep telling my sales department that QuickBooks won't generate a report like this but they insist they need the info so this Community was my last hope to find the info. I have to be able to sort by item and balance, amount won't work either, I tried. 

Hi there, erintn2489.

Let me share additional insights on how you can customize the detail report by a balance. The Filter tab doesn't allow you to filter the detailed report by a balance. 

You can use the Display tab to sort a column by total and item type. Please browse this article to learn how to use the Display and Filter tab: Customize reports in QuickBooks Desktop.

You may also use the report provided by Jen_D and provide them to your sales department.

To keep track of your sales and expenses, check out this article: Customize customer, job, and sales reports in QuickBooks Desktop. It provides different reports and how to customize or filter each of them to get the data that you need.

Keep me posted if you have follow-up questions by commenting below. I'll be right here to provide the information that you need.

@erintn2489 

RE: Need detail to sort by item too. 

RE: I need to see all customers that purchased less than $4000 of a particular item for the period (last year for example).

These are two different things.

I think you can get a summary by customer report, sorted by total and filtered for a specific item. No details, but the total purchases will be for that item, if that is what you need.

But that's not the same as sorting by item, which QB won't do on a report already sorted or subtotaled by customers.

Sorry, I meant to say filter, not sort. Filter by specific item and then filter for balances less than a specific amount.

I appreciate your immediate response, @erintn2489. Let's go ahead and filter the sales report to get the data you need in QuickBooks Desktop (QBDT). I'll show you how.

You'll first have to pull up the Sales by Item Detail report (as recommended by Jen_D). Then, customize it by filtering the Item and Amount options. To do this, here's how:

1. Go to the Reports menu.
2. Choose Sales, then Sales by Item Detail.
3. Select the Customize Report button.
4. Go to the Filters tab.
5. In the Choose Filter box, search for the Amount and Item options. For the Amount filter, indicate the amount you need. Then, specify the name of the item for the Item option.
6. Click OK.

Also, to further guide you in customizing reports and learn more about how QuickBooks generates them, I'd recommend checking out this article: Understand reports.

Please let me know in the comments below if you have other reporting concerns and questions about managing transactions in QBDT. I'll gladly help. Take care, and I wish you continued success, @erintn2489.

Still not what I need. I need:
Each customer that purchased items A, B, and/or C, in any combination and did not spend more than $4,000 in 2021. The customers could have purchased more than one model and that is why I need the balance and not the amount. My sales reps want to contact all these customers. I need the report by customer because I have 5 different sales reps. 

Hi there, @erintn2489.

Thanks for getting back to us. Allow me to hop in and help ensure you get the report you need in QuickBooks Desktop (QBDT).

The steps shared by my colleagues above shows how to run a custom sales report that has the items and balances of your customers. If you're still unable to see the information that you want, you can export the report to Excel and manually customize it from there.

You can use either Sales by Customer Detail or Sales by Item Detail report. To export them, please refer to these steps:

1. Open the report that you prefer.
2. Click the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
3. To create a new Excel workbook, tick Create New Worksheet.
4. When you’re ready to export, select OK. To open the report in Excel, you can also hit Export.

To leanr more about exporting reports to Excel, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

I'm also adding these articles that tackle customizing reports in QBDT for more information:

• Customize reports in QuickBooks Desktop.
• Customize customer, job, and sales reports in QuickBooks Desktop.

For tips and other resources, I recommend visiting our website for future reference: QBDT self-help articles.

Please post again or leave a comment in this thread if you have additional questions about reports or anything else. I'm more than willing to help. Take care always.

@erintn2489 

RE: Each customer that purchased items A, B, and/or C, in any combination and did not spend more than $4,000 in 2021. 

In this case you can filter the sales by customer summary report for those three items. Then sort the report by the total from smallest to largest and print the pages that list the customers with less than a $4000 total.