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shynanigans67
March 12, 2019
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Activity by Customer Report

  • March 12, 2019
  • 4 replies
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Older installed versions of QuickBooks provided a report for all Activity By Customer.  This showed each customer and their yearly total to date.  Is there a way to get this report in QuickBooks Online?

    Best answer by Ryan Moca

    Hi shynanigans67,

    You can pull up and customize the Transaction List by Customer report to get the yearly report you need. I'd be glad to show you how.

    1. Go to Reports.
    2. Click Go to report or click the magnifying glass then enter Transaction List by Customer.
    3. If you want to filter into one customer just click Customize.
    4. Under Report period, change the year you wanted to show in the report.
    5. Click Filter then select Customer.
    6. Then choose the customer you wanted to filter.
    7. Click Run report.

    After doing these steps proved, you will see the reports.

    If there's anything else I can help you with, feel free to stay in touch with me by adding a comment below.

    4 replies

    R
    Ryan MocaAnswer
    March 12, 2019

    Hi shynanigans67,

    You can pull up and customize the Transaction List by Customer report to get the yearly report you need. I'd be glad to show you how.

    1. Go to Reports.
    2. Click Go to report or click the magnifying glass then enter Transaction List by Customer.
    3. If you want to filter into one customer just click Customize.
    4. Under Report period, change the year you wanted to show in the report.
    5. Click Filter then select Customer.
    6. Then choose the customer you wanted to filter.
    7. Click Run report.

    After doing these steps proved, you will see the reports.

    If there's anything else I can help you with, feel free to stay in touch with me by adding a comment below.

      J
      Jussie Smollet
      April 2, 2019

      Is it possible to make a customer report in which it would itemize all purchased items into one file? 

       

      The long way of doing what I want would be to copy each item on each monthly bill and paste into an excel sheet. Ideally, I’d be able to extract all lines on all invoices or bills for a given period into one long spreadsheet. For example, if I have one client who purchases two items per month, and I wanted to make a report of all transactions, I would have 24 lines itemizing all purchases+descriptions for a given year. 

       

      Thanks

      J
      Joyce_P
      April 2, 2019

      Yes, it is possible, Jussie Smollet..

       

      QuickBooks Online has a report that consists of the purchased items of each customer. This is the Sales by Customer Detail report.

       

      Here how to run the said report:

      1. Go to Reports.
      2. Enter Sales by Customer Detail in the Search field.
      3. You can customize the Report period, then click Run report.
      4. You can also click the Gear icon in the report screen and check the information boxes that you want to be included in the report.

       

      Also, please see the screenshots I've provided below: 

       

       

       

       

      The Community team is always around if you need anything else. Have a good one!

       

      R
      root16
      March 12, 2019

      on our Transactions by Customer report we need the internal factory order number which is entered at the time the invoice is raised. The order of boxes along the top of the body of the invoice is as follows:-Invoice Date,Invoice number, Internal Job number, Client's purchase order number, Term, Rep. We have not yet been able to tick a box that includes the Internal Job number. Any suggestions?

      D
      dbullough
      April 2, 2020

      Im looking for the same type of customer activity report within Quickbooks 2018 Premier Desktop.   I'd like to run a report against all my customers to find out who have not been invoiced (sales) in the past time frame (year)    This will enable us to follow up and deactivate their accounts.    It was suggested Transaction by Customer however if the customer didnt have any transactions they dont show up.  How can I create this report or is there a canned one? 

      L
      LucasOilGal
      June 25, 2020

      Good morning!  We have the Premier desktop version.  How do I run a customer transaction history report please?  (I need to see each item a customer has purchased from us in a specific timeframe.)

       

      Thank you!

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