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R
redwrangler123
February 15, 2023
Question

I need a report of customers with names, addresses, and amount of sales for a certain time frame, i.e. a year or two years. I will use this for a mail merge.

  • February 15, 2023
  • 1 reply
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1 reply

JaeAnnC
JaeAnnC
February 15, 2023

We're here to help, @redwrangler123. Let me show you how we can generate a report showing the customer's name, billing address, and total sales in a certain period in QuickBooks Online (QBO).

 

Currently, we're unable to run a single report in QBO to display the information you need. However, we can pull up two separate reports and combine them by exporting them to Excel.

 

To do that:

 

  1. Go to Reports and search for the Customer Contact List report to view customers and their addresses.
  2. Click the Export icon dropdown beside the Gear icon and select Export to Excel.
  3. Go back to Reports and search for Sales by Customer Summary.
  4. Click Customize.
  5. Set the date range under the Report period section.
  6. Click Run report.
  7. Select the Export icon dropdown and click Export to Excel.

 

From there, we can combine your reports manually and customize them to our liking.

 

Furthermore, feel free to check out this article if you're interested in saving the current customization settings of your reports: Memorize reports in QuickBooks Online. This way, we'll have easy access to your frequently used reports and skip the process of customization.

 

Please don't hesitate to reach out back to us if you need additional assistance running reports in QBO. The Community is available 24/7 to answer your questions. Stay safe, and have a great day ahead!

R
redwrangler123Author
February 21, 2023

So, this report does NOT exist. Creating a manual report is not feasible with the number of customers we have on file.

J
JamesAndrewM
February 21, 2023

I know this situation has to be so hard on you, @redwrangler123. I appreciate the convenience of having these options for you to use for a mail merge. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here’s how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion and click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

 

You can visit this article and learn ways to customize your reports: Common custom reports in QuickBooks Online.

 

The Community always welcomes you for further inquiries. Have a great day ahead!

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