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Hi there, @collinsm246.

 

Thanks for joining this thread. I want to make sure you're able to pull the report with the customer's name will appear. 

 

You can run the Sales by Item Summary report in QuickBooks Desktop instead of the Inventory Evaluation Summary to show the % of Salescustomer's name, Gross Margin %, and many more columns.  

 

Here's how:

 

  1. Go to the Reports menu on the upper right side. 
  2. Choose Sales, then select Sales by Item Summary

report.PNG

     3. Click Customize Report located on the upper left side. 

    4. Hit the Filters tab and enter Name in the search box. 

    5. Click the Name drop-down and pick All customer/job.

    6. Tap OK. 

    7. Select Customer: Job in the Show Columns drop-down located on the upper right. 

reports.PNG

report.PNG

 

For the detailed steps about customizing and other related topics, please check out this article: Customize reports in QuickBooks Desktop.

 

You can always export, email, and print different reports in QBDT by going to the Reports menu. See the screenshot below. 

 

reports.PNG

 

Let me know if you have another question. I'll be here for you. 

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