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support@penticto
Level 1

How to generate a sales report by payment type

How to run a report showing SKU details and payment type?
1 Comment 1
BettyJaneB
QuickBooks Team

How to generate a sales report by payment type

Hello there, support@penticto.

 

I can walk you through on how to pull up a sales report that shows the SKU details and the payment type in QuickBooks Online.

 

You can customize the Sales by Customer Detail report to show the SKU details and the payment type of your transactions. You can do this by clicking the Customize button on the report.

 

Here's how:

  1. Click on Reports from the left pane.
  2. Look for Sales by Customer Detail from the search box.
  3. Click on Customize button.
  4. Set the appropriate reporting date and accounting method.
  5. Select on Change columns.
  6. Select SKU and Payment Method.
  7. Click on Run report

To give you more insights about customizing and pulling up sales reports in QuickBooks Online, you can always use these references attached below. It also provides information about the reports that are available on your subscription:

You’re always welcome to post here anytime if you need assistance with reports on your QBO account. I’d be more than happy to help you out.