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November 26, 2023
Question

I am trying to customise a report that lists customers, how much they have paid in the last year and their address. Any suggestions for a single report?

  • November 26, 2023
  • 1 reply
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I have two customised reports but can't add the missing column to either of them. I need to export and merge to get the data I need.

1 reply

November 26, 2023

Welcome to the Community forum. Thank you for sharing the details of your concern about how you want to customise a report that lists customers, how much they have paid in the last year, and their addresses. I'll be imparting some information that could help you achieve your goal.

 

I understand the importance of having these features in one report and how crucial this is for you and your business. Currently, this type of report is unavailable in QuickBooks Online. The only options we have for now are those you have mentioned. These are to generate two customised reports and exporting then merge them to get the data you need.

 

Aside from the report you had before, you can also run the Invoices and Received Payments to get the data on how much your customers have paid. On the other hand, you can pull up the Customer Contac List report to obtain the billing addresses.

 

I will attach some screenshots for better reference, along with the general steps to operate the reports: 

 

  1.  Go to the Reports from the left menu. 
  2. Enter the Invoices and Received Payments/Customer Contac List report in the Search box. 


     
  3.   Click the Customise button. 
  4.   Change the date range. 
  5.   Click Rows/Columns.
  6.  On the Customize report window, check the Amount paid/Billing Address.


     
  7.   Select Run Report.

 

After that, you can proceed to export the reports to Excel and combine them. For detailed information on the entire process, refer to this article: Export reports, lists, and other data from QuickBooks Online.

 

I'm including these articles you can use in the future as you go through tasks in QuickBooks Online: 

 

 

With those guidelines, you will achieve your goal to customise a report that lists customers, how much they have paid in the last year, and their addresses. If you have more questions about customising your report, don't hesitate to post them here. I will be around to answer all of them. Goodbye for now. Stay safe!