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QuickBooks Team

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Hello there, @valerieharned.

 

Thank you for getting back to us and asking the Community about customizing reports in QBO. I can share some more insights to achieve your goal.

 

You can run and customize the Sales by Product/Services Detail report. I'd be happy to walk you through the steps:

  1. Click Reports.
  2. On the search field, enter Sales by Product/Services Detail.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on Product/Service, Class, Customer, Date, and Amount boxes.
  6. Click on your screen to refresh the report.

 

The report doesn't have a filter to add your customer's address. As a suggestion, you can run another report that shows the address:

  1. Click Reports.
  2. On the search field, enter Customer Contact List.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on the Full name and Billing Address boxes.
  6. Click on your screen to refresh the report.

Then, you can combine these reports through Excel so you can have all the information in one report. Just click the Export icon.

 

 

To know more about customizing QBO report, please refer to this article: How to customize reports.

 

There you have it, valerieharned.

 

Click "Reply" if you have follow up questions about reports. I'd be around to help you more. Wishing you all the best!

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