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April 1, 2022
Question

Sales reports by "Customer Type"?

  • April 1, 2022
  • 1 reply
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How can I create a sales report for "Customer Type"? B2B, B2C, etc...

1 reply

April 1, 2022

Hi userrinoruzich,

 

Thanks for reaching out here!  QuickBooks Online has a superb reports module that allows you to review everything you need at a glance.  I'd be happy to provide more information so you're able to reach your QuickBooks goals!

 

Here's how to see your sales by customer type:

 

1. From the left menu, select Reports

2. In the search field, enter Sales by customer detail

3. Open the report

4. Click on the small gear icon in the top right of the report

5. Hit View more

6. Checkmark any items as you feel necessary

7. Run report

You're all set!

 

Here's an article for your reference to assist with customizing reports in QuickBooks Online.