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October 31, 2024
Question

How to sort All Sales by Customer

  • October 31, 2024
  • 1 reply
  • 0 views
how to get Sales Report sorted by Customer

1 reply

October 31, 2024

Hi raorantes-msn-co,

 

Welcome to Community!  QuickBooks Online lets you customize reports, so you can see what matters most.  I would be glad to help!

 

Follow these steps to review all sales by customer;

 

1. In your QBO account, proceed to Reports from the left menu

2. Search and select the Sales by customer detail

3. Click the Customize button

4. In the Report period section, choose the desired date

5. Under Rows and columns, Group by; Customers 

6. Open the Filter, select the box next to Customer and click All

7. Hit Run report

For your reference, here's a list of Reports included in your QuickBooks Online subscription

 

Feel free to reach out again, if you have other questions.  We would be happy to assist!