How can I generate a report that tells me what each customer ordered, quantities, amount ..etc?

3afia-qtr · ‎June 28, 2020

I'm trying to generate a report that gives me in details the products a customer purchased, quantities, and amount over a certain period of time. I have tried "Sales by Product/Service Summary" however, it gives me the data of all customers combined together. The gear icon on the upper right corner doesn't give me any options except "display density: Compact" only. I don't have an option to display it by customer as others have suggested. Many thanks in advanced.

RCV · ‎June 29, 2020

Thanks for checking in with us, 3afia-qtr3afia-qtr.

You're right, when clicking the Gear icon on the report, it will just give you the Compact Display density option. Instead of clicking it, just click the Customise button. This way you can filter the report by Customer or Product/Service option.

You can also run the Sales by Product/Service Detail report to see your sale transactions by-product or service. Then, customise it to give you the option to specify the Transaction Type, Distribution Account, Customer, Product/Service, and A/R Paid.

You can also add some additional columns as shown below:

For more details about customising reports, check out these articles:

To learn more about running Sales by Product/Service Detail/Summary report, refer to this article: Use reports to see your sales and inventory status.

I've got a link here that provides you with articles about managing your reports: https://quickbooks.intuit.com/learn-support/reports/misc/02/reports-global?label=QuickBooks%20Online.

Keep me posted if you need a hand with exporting or importing your data or any QBO related. I'll be here to help. Have a great day ahead.