Skip to main content
ben8
Jan 29, 2019 11:02 PM UTC
Question

How do I run a report showing income by customer which also shows the zip code or city in QB Online?

Original commenter did not share additional details

12 replies

Angelyn_T
Angelyn_T
Jan 30, 2019 12:33 AM UTC

Hi there, @ben8.

 

Welcome and thank you for posting here in the Community. I'm here to help share information about running reports in QuickBooks Online (QBO).

 

As of now we don't have the option to customize Income by Customer report showing the customer's address (zip code or city). What you can do is open/run the Customer Contact List and Income by Customer or the Sales by Customer report and export the information.

 

To open the report:

  1. Click on Reports at the left pane.
  2. Look for the report you wanted to open in the search field.
  3. Make the necessary customization.

Customer Contact List

Income by Customer

Sales by Customer

 

For additional reference on how to customize reports in QBO, you can check this article: How to customize reports.

 

Let me know if you have any other questions about running reports in QBO. I'm always here to help!

ben8Author
Feb 11, 2019 3:45 PM UTC

I followed the directions, but I don't see the option within that report to add the customization.

IamjuViel
IamjuViel
Feb 11, 2019 6:28 PM UTC

Hello there, @ben8.

 

Let me share additional information on how you can customize your reports to suit your business needs.

 

As mentioned by my colleague, @Angelyn_T, the ability to generate a report that shows both your income per customer and zip code or city is not yet available. What you can do is to open the Customer Contact List and download it as an excel file. Here's how:

  1. Go to Reports.
  2. Choose Customer Contact List.
  3. Filter to include the Zip code and City on the report.
  4. Click the Download drop-down arrow.
  5. Choose Export as Excel.
  6. Open the downloaded file.

Once completed, let's download your Income by Customer or the Sales by Customer report. Here's how:

  1. Click the Reports tab.
  2. Select either Income by Customer or the Sales by Customer report.
  3. Click the Download drop-down arrow.
  4. Choose Export as Excel.
  5. Open the downloaded file.

If you have the reports you need, copy the data under the City and Zip code columns from the Customer Contact list. Then, paste it to the Income by Customer or the Sales by Customer report.

 

That should do it! Let me know if you have other questions about generating reports in QuickBooks Online. I'm always here to help.

tandpcleaning
Sep 2, 2020 3:25 AM UTC

Hello,

 

This would benefit us greatly as we have to submit information by city for annual business licenses.  As of right now I am thinking my only option is to download two reports, run a vlookup against them, and hope the information is accurate.  Can this please be prioritized higher in your backlog of requests?

    Homecook
    Nov 11, 2021 9:21 AM UTC

    That's what I'm going to do.

    I saw a few posts from admins and employees and they say - "oh, that's easy - just upgrade to $80/month version"

    Terms & ConditionsAccessibility statement