Sales Report Including Inactive Customers

lweedeman · ‎October 26, 2021

Hi QB Community,

I'm using Quickbooks Premier Pro. Is there a way to run a sales report by customer which includes active AND inactive customers? I need to see gross sales over the last five years, but want to make sure the report captures sales, not only from active customers, but also customers marked as "inactive".

Thanks,

Layton

KlentB · ‎October 26, 2021

Welcome to the Community, lweedeman.

Yes, there's definitely a way to do that. By default, QuickBooks Desktop will display the data of all your active and inactive customers on the sales reports. Here's how to pull it up:

Go to the Reports menu.
Choose Sales, then select Sales by Customer Summary.
Click the Customize Report button.
Set the appropriate reporting date and basis in the Display tab.
From the Filters tab, search for the Name filter. Make sure it's set to All customers/job.
When you're done, click OK.

I've also included some articles that will help speed up the reporting process in the program:

If there's anything else that I can help you with, please don't hesitate to drop a comment below. Have a good one.

View solution in original post

KlentB · ‎October 26, 2021

Welcome to the Community, lweedeman.

Yes, there's definitely a way to do that. By default, QuickBooks Desktop will display the data of all your active and inactive customers on the sales reports. Here's how to pull it up:

Go to the Reports menu.
Choose Sales, then select Sales by Customer Summary.
Click the Customize Report button.
Set the appropriate reporting date and basis in the Display tab.
From the Filters tab, search for the Name filter. Make sure it's set to All customers/job.
When you're done, click OK.

I've also included some articles that will help speed up the reporting process in the program:

If there's anything else that I can help you with, please don't hesitate to drop a comment below. Have a good one.

lweedeman · ‎October 27, 2021

Hi KlentB,

Thank you for this suggestion! This works well.

Do you know if there is a report that can also include Job Types? I have assigned a specific Job Type code to each customer job in Quickbooks (including inactive customers) and would like to run a sales report by Job Type as well.

Best,

Layton

Candice C · ‎October 27, 2021

Hey there, @lweedeman.

Thanks for reaching back out to the Community. I can help out with running a report with job types listed.

All you need to do is customize a Sales by Customer Detail report to show the job types. Here's how:

Go to the Reports menu.
Pick the Sales by Customer Detail report.
Tap Customize report.
Go over to the "Filter" tab and type Job Type. (Side Note: In the tab you can choose specifically what you want or leave it as all job type.)
Press OK when done.

It's that easy.

This should do the trick. I'm only a post away if you need me. Have a great day!

lweedeman · ‎October 27, 2021

Thank you, Candice!

Topics

Training

Community

Resources

Sales Report Including Inactive Customers