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dogsgoughnuts
January 8, 2019
Question

How do a run a detailed sales report (showing every item purchased) for only one customer?

  • January 8, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

RenjolynC
RenjolynC
January 8, 2019

Hi dogsgoughnuts,

 

You can run the Sales by Customer Detail report and customize it by following these steps:

  1. On the left panel, click Reports.
  2. Type Sales by Customer Detail in the search box.
  3. Choose the Report period, and click the Customize button.
  4. Click Filter to expand, and choose the customer you want to view from the Customer drop-down list.
  5. Select All from the Product/Service drop-down menu.
  6. Click Run Report.

You can also check this article for reference: How to Customize Reports.

 

Please let me know if you have any other questions or concerns about QuickBooks. Thanks.

    S
    SUF 11
    November 18, 2019

    This option does not come up when I put in "sales by customer detail". Is this only an option on certain plans?

     

    Thanks,

    Katie

    MaryLandT
    MaryLandT
    November 19, 2019

    Thanks for getting back to us, SUF.

     

    The Sales by Customer Summary report is available to all QuickBooks Online products.

     

    However, you need to open the Sales by Customer Summary report in the Simple Start version to see the Sales by Customer Detail report.

     

    Let me show you how:

    1. Select Reports from the left navigation bar.
    2. Open the Sales by Customer Summary.
    3. Locate the customer, then click the amount under Total.

    If you want to save a copy of this report, click the Export icon, then select Export to Excel or Export to PDF.


    Let me know if there are others report you want to pull up. I'm always around to help you out.

      S
      Slworthey
      January 26, 2022

      How do you run a sales by customer detaill report for all customers, I only have a sales by customer summary report available to select and no filters can be changed? Thank you

       

      DivinaMercy_N
      DivinaMercy_N
      January 26, 2022

      Hi there, @Slworthey. Allow me to give information about running reports in QuickBooks Online (QBO).

       

      The Sales by Customer Detail report is only available if you're using QBO Essentials, Plus, or Advanced versions. If you're using QBO Simple Start, you'll only see the Sales by Customer Summary report. For more details on what other you can access with your QBO subscription, check out this article: Reports included in your QuickBooks Online subscription.

       

      Also, when you run the Sales by Customer Summary report in QBO Simple Start you can only customize the Report Date and filter Customers. 

       

      To learn more about modifying your report display preferences, please check out this link: Customize reports in QuickBooks Online. It also includes instructions on how you can print or export reports.

       

      Once done customizing, the next thing you can do is to memorize the changes so you can apply the desired filters and formats in the future.

       

      Don't hesitate to get back here again if you have any other concerns about running reports in QBO. I'm just a post away to help. Take care always. 

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