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January 7, 2022
Question

How can i produce a sales by customer report of a individual customer?

  • January 7, 2022
  • 1 reply
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1 reply

Angelyn_T
January 8, 2022

Hi there, @info1756. It's my pleasure to guide you on how to produce a sales by customer report per customer.

 

First, open the Sales by Customer Detail report from the Reports tab. Then, filter the customer's name from the Customize window.

 

Here's how:

 

  1. From the report's tab, click on Customize.
  2. Set the date range of the report.
  3. Go to the Filter section, then choose only the customer's name from the Customer drop-down.
  4. Tap on Run Report to refresh the page.
  5. Repeat the same steps for other customers.

 

After that, you can either print, mail, or export the report to Excel by clicking on the options beside the small gear icon.

 

For more tips about handling your reports in QBO, you can open this article: Run reports in QuickBooks Online.

 

You may also memorize your report to save its current customization. 

 

Keep me posted if you have any other questions about your sales reports. I'm more than happy to help. Wishing you a good one!