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erik13
April 19, 2022
Question

Sales by Customer Type summary report? There is a detail repot but no summary. If customer type is coffee shop - just need to know how many customers and revenue?

  • April 19, 2022
  • 2 replies
  • 0 views
Just need list of customers and revenue for set time - detail report shows every line item and is too hard to summarize

    2 replies

    Rubielyn_J
    Rubielyn_J
    April 19, 2022

    I can show you ways to have a summary report showing only the list of customers and revenue, @erik13.

     

    We can customize the Sales by Customer Type detail report to show the data you only want. To proceed, please follow the steps below:

     

    1. In your QBO account, proceed to the Reports menu.
    2. Search and select the Sales by Customer Type detail report.
    3. Click the Customize button.
    4. In the Report period section, choose the date.
    5. Under Rows and columns, put a checkmark on Customers and Amount only.
    6. Under Filter, select the box next to Customer and click All.
    7. Once done, click Run report.

     

    For more info on how to personalize your statements, feel free to check out this article: Customize reports in QuickBooks Online.

     

    Lastly, you can memorize your report to save it with its current customization settings.

     

    Let me know if you have further concerns managing your Sales reports. I'll keep an eye on your response. Have a nice day ahead. 

    E
    erik13Author
    April 19, 2022

    Thank you for your response but unfortunately that didn't help.  That did group by customer type but now it is still several line items for every invoice.  If I had 12 customers that month - it should have 12 lines with the total of the invoice.  If each invoice had 20 lines - this report will generate 240 lines and I need to manually add each line.  Here is what the report looks like

     

    R
    Rasa-LilaM
    April 19, 2022

    Hello there, erik13.

     

    I appreciate you for following the solution shared by my colleague letting us know the result. The information you provided give us a better picture on what happened to your report. Let me point you in the right about your concern.

     

    I can see the importance of adding more customization options for the Sales by Customer Type Detail is beneficial for your business and other users. This allows you to show the revenue for a set time with details on every line item, and automatic calculation for the item. I suggest submitting feedback about this feature to our engineers for inclusion in future updates. 

     

    Here’s how:

     

    1. In QuickBooks Online (QBO), head to the Gear icon in the upper right and choose Feedback under Other. 
    2. This action will open a window that lets you input your thoughts and ideas.
    3. From there, make sure to enter your product suggestions in the field box.
    4. Click Next to submit. 

     

    For additional resources, the links below will guide you on how to get awesome insights to your reports. These articles provide information about adding filters to transaction statements, customizing their columns, as well as list of reports included in each QuickBooks version.

     

     

    This reference lets you customize reports to focus on specific accounts or filter for specific details. From there, you’ll learn on how to print statements, export or email them.

     

    Keep in touch if you have other additional questions on how to personalize the information shown in your Sales by Customer Type Detail. I’ll be glad to assist further. Have a great rest of the day. 

    D
    DIrvine
    September 29, 2023

    I need Sales by Customer Type SUMMARY report also.  Silly that it is not already available.  I had QBE for years and it was readily available.  All the Detail is unnecessary for our purposes and only services to create a total muddy, long report that we have to export to Excel and manipulate EVERY time we want to view current data.

     

    Doesn't any other QBO user out there want to see an easy summary report showing how much revenue is being generated by each vertical that their company services?  

    L
    LeizylM
    September 29, 2023

    I understand your frustration with the lack of a Sales by Customer Type Summary report in QuickBooks Online (QBO).  

     

    I can see how the functionality would be beneficial to your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO.

    Here's how:

    1. Go to the Gear menu and then select Feedback.
    2. Type in your feature request in the description box.
    3. Once done, click on Next.

     

    You may want to check this article to know more about customizing reports in QuickBooks Online: How to Customize Reports.

     

    Please feel free to mention me if you need further assistance. I'll be glad to work with you again. Have a good one!

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