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caitsten
Level 1

Is it possible to run a Sales report per Customer that shows totals for product sold for a specified period ?

I don't want to have to calculate totals per Invoice I just want a total for each product per Customer.
1 Comment 1
GlinetteC
Moderator

Is it possible to run a Sales report per Customer that shows totals for product sold for a specified period ?

Yes, you can generate a sales report for each customer within the program, caitsten. I’d be happy to guide you through the process.

 

Here's how to do it:

 

  1. On the left panel, click on Reports.
  2. Search for the Sales by Customer Detail report in the search box.
  3. Click Switch to classic view.
  4. Click on the Customise button.
  5. Set the appropriate reporting date.
  6. In the Rows/Columns section, click Change columns.
  7. Check the boxes for Customer and Product/Service.
  8. Click Run report.

 

With these instructions, you'll have a comprehensive report showing the total amount and number of items sold to each customer for the specified period.

 

For additional information, please check this article: Customise reports in QuickBooks Online using modern view.

 

If you'll need this data in the future, click on Save customisation to include it in your Custom reports list. You can then re-run it whenever necessary. Please note to adjust the dates accordingly.

 

Drop a comment below if there's anything else I can assist you with regarding running reports or any other tasks in QuickBooks. I'm here to help and always ready to support you.