Skip to main content
T
Thunderstruckmotors
January 11, 2022
Question

Report for purchase history

  • January 11, 2022
  • 1 reply
  • 0 views

Hello,

 

I am trying to find a way to run a report that will allow me to see a specific customers purchase history for the last 6 months by individual items in inventory. Any ideas on how I can accomplish this? 

 

Thanks.

1 reply

AlexV
AlexV
January 12, 2022

Hello Thunderstruckmotors!

 

Thanks for posting here. Allow me to assist you in running a purchase history report for your customers.

 

You can pull up the Sales by Item Detail report. Then, we can customize it so we can filter the transactions to a specific customer.

 

Follow these steps:

  1. Go to the Reports. Hover over Sales, and select Sales by Item Detail.
  2. Click the Customize Report button. From the Display tab, make sure that the Report Date Range and Report Basis are correct.
  3. From the Filters tab, search and select Name. Under the Name drop-down, select the customer.
  4. Tap OK.

 

I added this link if you need a reference in customizing a report: Customize reports in QuickBooks Desktop.

 

Also, here's the link to learn more on how to track customer transactions in QuickBooks Desktop: Get started with customer transaction workflows in QuickBooks Desktop.

 

We'll be right here if you need more assistance with this. Wishing you all the best!

Terms & ConditionsAccessibility statement