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I am running a 'Sales by Customer Summary' report. How can I filter this by Active Customer? I am using QuickBooks Online, Help/About says it is QuickBooks 4.2.1.
I've got you covered, @gregmoore.
When accessing reports in QuickBooks Online (QBO) you'll see all of your customers regardless of their status (active or inactive). The option to filter customers by status is currently unavailable. As a workaround, you can manually select those active customers when you run the Sales by Customer Summary report. Refer to the easy steps below:
For more details about the process, see our Customise reports on QuickBooks Online page.
Also, you can save the changes you've made so you can be able to run the same report in the future. Here's how:
Let me know if you have further concerns about accessing customer reports in QBO. I'll do anything I can to help you. Have a good one.
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