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Omnimed
February 22, 2021
Question

Customer Sales Summary compared with Budget

  • February 22, 2021
  • 1 reply
  • 0 views

Hello

Can QB Desktop generate reports showing Sales Summary of each Customer compared against a Budget?

This would be really helpful for a Sales Organisation to see

Any tips or Tricks gratefully received

Thank you

Michael

 

1 reply

M
MirriamM
February 23, 2021

Thanks for reaching out to the Community forum, Omnimed.

 

Right now, the option to run a report showing the Sales Summary of each Customer compared against a Budget is unavailable in QuickBooks Desktop (QBDT). In the meantime, to have the report you need, you can export the Sales by Customer Summary and Budget report into an excel file. From there, combine them using an Excel file. For more guidance, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

I've also added this article for reference in case you want to learn how to customize reports in QuickBooks Desktop: 

Please let me know if you have any follow-ups or other questions. I'm always here to help. Have a great day.

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