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August 21, 2022
Question

When running Sales Reports I am trying to have the Sale description added as a column but dont seen to have that option from settings. Can anybody help please?

  • August 21, 2022
  • 1 reply
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The Sales report has date, customer, value, tax, total but I would like to add the description to the report to see what has been sold.

1 reply

August 21, 2022

Hi there, entropyjiujitsu-.

 

I'm here to help you run a sales report in QuickBooks Online and add the specific columns.

 

You can run the Sales by Customer Detail report and customize it to include all of the necessary columns.

 

Here's how:

 

  1. Go to Reports menu.
  2. Type and select Sales by Customer Detail in the search box.
  3. Choose the Report period.
  4. Click on the Customize button.
  5. Tap Rows/Columns to expand, and choose the columns you want to include in this report. For example: Memo/Description.
  6. Once done, select Run report.

 

I've included this article so that you can learn more about the options for personalising your own report: Customise reports in QuickBooks Online.

 

You can use this link if you need to know how to export your reports to Microsoft Excel from QuickBooks Online.

 

I'll be here if you need more assistance with your reports. Have a great day!