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August 4, 2021
Question

I need a current year sales report WITH ADDRESS. How?

  • August 4, 2021
  • 1 reply
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I need to create a mailing list for just current year customer. I cannot find such a report WITH ADDRESSES.

1 reply

August 4, 2021

Welcome to the Community forum, @NancyW.

 

In QuickBooks Online (QBO), you can run the Transaction List by Customer report. This report groups transactions by customer's name, so you can see all activity related to each customer. Then, customize it to only show the invoices and sales receipts together with the customer address.

 

Let me show you how: 

  1. In the left menu, click Reports
  2. In the Search box, enter Transaction List by Customer
  3. Click the Customize button. 
  4. Change the date range. 
  5. In the Rows/Columns section, click the Change columns link.
  6. Put a checkmark on the Billing AddressShipping Address and Location (if the location tracking is turned on in the Settings). 
  7. In the Filters section, from the Transaction type drop-down menu, choose Invoice and Sales receipt.
  8. Select Run Report.

To know more about running QBO reports, you can read the below articles:

If you need more help with your reports. Please feel free to leave a reply to this post and I'll get back to you as soon as possible. Have a great day.