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m_b_murali
December 31, 2020
Question

Is it possible to get a Sales report (transactions) with customer contact - Phone/Email? If not is it possible to customize to get it done?

  • December 31, 2020
  • 3 replies
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3 replies

JamesM
December 31, 2020

Hello m_b_murali,

 

QuickBooks is a great program for managing your business. With its user-friendly interface, you can easily get your work done faster saving you time for the things you love. I'll be happy to share more information about running reports in QuickBooks.

 

At this time,  there isn't a report which combines both your sales details and the contact info. The good news is you can run a Customer Contact List report, export it and compare it with your sales reports. Here's how to run a Customer Contact List report:

  1. On the left panel, click Reports.
  2. Type Customer Contact List in the search box.
  3. Click the Customize button located in the upper right-hand corner.
  4. Under Rows/Columns, click the Change Columns link.
  5. Put a check mark on the Customer and Email/Phone numbers box.
  6. Click Run Report.
  7. Click the Export icon next to print and manipulate them there.

Having the report you've described is a great idea and I encourage you to send feedback about this to our engineers.  You can send feedback by clicking the Gear icon and looking for Feedback. 

 

Let me know if you have other questions. I've got your back. 

m_b_muraliAuthor
December 31, 2020

Thanks for your quick response and appreciate it. I do always use the customize option to add/remove columns, sorting, filter, etc. Issue here is I could not see any report available to display - transaction details with customer phone #, email. Only customer name is visible through customize option. Hope this gives clarity to my question. Thanks in advance

JamesM
December 31, 2020

No worries. There isn't a report which shows both customer sales transactions and the contact info. You'll have to run each individual report and export them to your computer. From here you can use software such as Excel to custom edit your reports so they view the info you're looking on one report. Feel free to ask questions. 

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