Can I pull a report from QBO for a specified date range that provides the following information: Customer name, address, sales date, product type, amount and balance?

Hi @carmen3, I'm here to help generate your report.

As of the moment, there isn't an integrated way to pull up a report showing the customer name, address, sales date, product type, amount, and balance as one data.

In the meantime, let's pull up and customize both the Customer Contact List and Sales by Customer Detail reports to show your desired information. Then, export and open them as one Excel file and remove certain columns before merging each of the report's data.

Here are articles to read and learn more about customizing and exporting your report:

• Customize Reports in QuickBooks Online
• Export Reports to Excel from QuickBooks Online

I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns about reports. I'll be here to lend a hand. Stay safe!