Thanks for visiting the Community today, sms2friends.
The Sales by Customer Detail Report will show the total sales to each customer and job, broken down by transaction. That’s why you’re unable to see your customers' detailed information.
The Customer Contact List will show your customer contact information. This includes the customer's name, name of the person to contact, billing address, phone number, fax number, etc. Let me help and make sure you can build this report in no time.
Here’s how:
- Press the Reports menu at the top bar and choose Customers and Receivables.
- From the list, select Customer Contact List.
You can also use the Customize feature if you wish to add more details to the report. Here’s an article that provides more insights on how to do this task: Customize reports in QuickBooks Desktop for Mac.
For future reference, here’s a link that contains resources on how to create and manage reports: QuickBooks Desktop for Mac. The topics are arranged according to report type and you’ll be able to view each one seamlessly.
Drop a comment below if you have need assistance building reports or managing customer-related activities. I’m always ready to help. Enjoy your weekend.
