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TobiI
March 17, 2022
Question

Report for Customers and its individual locations

  • March 17, 2022
  • 1 reply
  • 0 views

I need to create a Report in QBO that shows all our customers and all locations for each of the customers, with contact name, address, terms, etc. for each of the individual locations.  How can I create this report?  - Tobi 

1 reply

C
Carneil_C
March 17, 2022

Thanks for your time posting in the Community, @TobiI. I'll make sure that you'll be able to pull up the report you need in QuickBooks Online.

 

You can use the Transaction List by Customer and customize it to filter them out. This way, you’ll be able to see the information you need.

 

Here's how:

  1. Go to Reports on the left panel.
  2. Type Transaction List by Customer in the search field.
  3. Select the Report period, and click the Customize button.
  4. In the Rows/Columns, click the Change columns link.
  5. Put a check mark on the Billing Address box.
  6. Select Filters
  7. Click Run report.

Please see this sample screenshot for a visual guide:



For further details about QBO reports, feel free to check out these articles:

Please let me know if you need clarification about reports or other QBO related concerns. I'll be standing by for your response. Have a great day and stay safe.

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