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joemcilvainetree
January 23, 2022
Question

Is there a report that I can get that will give me a list of all the customers that paid in a certain city last year?

  • January 23, 2022
  • 3 replies
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3 replies

DivinaMercy_N
DivinaMercy_N
January 23, 2022

Hi there, @joemcilvainetree. I'm here to help you get the report you need.

 

You can customize that report to only show customers who made a payment for a specific period. Here's how:

    1. Open the report and click the Customize button.
    2. In the Report period field, select Custom and set the date range to January 01, 2021, to December 31, 2021. 
    3. Next, go to the Rows/columns section and check the box for A/R paid.
    4. Then, from the Filter section, tick the box for Transaction Type and choose the specific transaction.
    5. Mark also the A/R Paid checkbox and choose Paid.
    6. Once done, click Run report.

 

If you have the location feature turned on, you can run the Sales by Location Detail report and perform the same steps above to filter the report. Here's how to open it:

    1. Go to the Reports menu.
    2. Scroll down to the Sales and customers section.
    3. Then, click the Sales by Location Detail report.

 

For more information in modifying your report, please see this article: Customize reports in QuickBooks Online. It also includes steps on how you can share custom reports.

 

Also, you'll want to save the changes to apply the same format in the future. To do so, you can simply click the Save customization button.

 

I'm always around if you need additional help in pulling up customer reports. Don't hesitate to post again here. Have a good one.

 

joemcilvainetreeAuthor
January 24, 2022

What's the best report to start off with? I did a customer contact list which doesn't give you the option to do dates.

I don't have the option "sales by location"

Charies_M
January 24, 2022

Thanks for keeping in touch, joemcilvainetree.

 

Since you don't have the option for Sales by Location Detail, you'll want to turn on the location tracking first. Here's how to turn it on:

  1. Go to Settings, then select Account and Settings.
  2. Select Advanced.
  3. In the Categories section, select the Edit icon.
  4. Select the checkbox to track locations.
  5. Click Save, then Done.

To see additional information about how location tracking is used and how it works, you can refer to this article: Set up and use location tracking.

 

Then, try running the Sales by Location Detail from the Reports tab. Or you can follow DivinaMercy_N's steps on how to pull it out.

 

You can also run the Transaction List by Customer. From there you can customize the Filter to show customer payments by location. 

 

I'll show you how:

  1. Go to the Reports menu.
  2. Scroll down to the Sales and customers section.
  3. Then, click the Transaction List by Customer report.
  4. Click Customize.
  5. From the Filter dropdown, check the box for Transaction Type and select Payment.
  6. Check the box for Location and select All.
  7. Hit Run report.

 

I'm sharing these articles to help you know more about managing a wide range of reports in QBO without posting a question to the support page:

For additional questions about managing reports, or anything about QuickBooks, just let me know by replying below. Have a great day.

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