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January 8, 2025
Question

Can I generate Sales report for particular client?

  • January 8, 2025
  • 1 reply
  • 0 views

Hello Community,

 

Wishing you a year full of blessings and filled with a new adventure. Happy new year 2025!

 

I want to know, is it possible to generate a sales report for a particular client alone in QBO, monthwise/qtrwise?

1 reply

January 8, 2025

Happy New Year! Welcome to the Community, Keerthiraj. Yes, it is possible to generate a report for a specific client in QuickBooks Online (QBO).

 

Here’s how you can do it:

 

  1. Navigate to the Reports section.
  2. Search for the Report in the Find report by name search bar, and type Sales by Customer Detail.
  3. Click on the Customize button to modify the report.

  4. Choose the Report period.
  5. Under the Filter drop-down, check the Customer's box.
  6. Under the Customer drop-down, select the specific customer for whom you want to generate the report.
  7. Lastly, click Run report.
     

For more details on generating a report in QBO, you can refer to this article: Run a report in QuickBooks Online.

 

Additionally, you may find these articles helpful for personalizing and memorizing your reports in QBO.

 

 

If you need further assistance in generating reports in QBO, feel free to leave a Reply below. We're just a post away. Wishing you a successful year!