I'm glad to see you joining this forum, mac2it. I see how reports are important to keep track of your finances and review transactions to make sure accounts are accurately recorded. I've got detailed steps to help you run the report you need.
You can run and customize the Transaction List by Customer report to get all the addresses of clients who purchased this year. To do this:
- In your QuickBooks Online account, go to Reports and enter Transactions List by Customer report.
- Modify the specific Report period and select Customer under the Group by dropdown.
- Click Customize and make sure to add these columns: Billing Address, Shipping Address, and A/R Paid.
- Under the Transaction Type filter, select only Invoices.
- Review all information. Then, click Run Report.
This should show all the information you need in viewing billing addresses from clients who purchased this year. Also, the ability to allow just the amounts of the total sales in the report is unavailable. It serves as a monitoring process where users can track the amount paid in every entry.
In addition to that, I'd recommend memorizing this report to save its current customization settings.
Moreover, I've added this article to help you efficiently track how your business is doing: Customize company and financial reports.
I'm always available in this thread whenever you need additional assistance managing sales transactions and reports. I'll be more than willing to get you covered. Stay safe, and have a good one!
