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June 22, 2024
Question

Can i search one customer in sales by customer detail?

  • June 22, 2024
  • 1 reply
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when i go to sales by customer detail, i get all customers. i want one specific customer?

1 reply

June 22, 2024

Yes, you can search for specific customers in sales by customer detail report, Fushies. I'd be glad to share with you the steps to achieve this.

 

Here's how to display one specific customer in Modern view:

 

  1. Go to the Reports menu, and choose Sales by customer detail in the Find report by name dropdown.
  2. Click Filter, in Filter by dropdown, select Customer, and in the option dropdown, select Equals.
  3. In the "Value" dropdown, choose the specific customer you wish to pull up. Then, click the Add filter button.


While in Classic view, here's how:

 

  1. From the Reports menu, select Sales by customer detail in the Find report by name dropdown.
  2. Click the Customize button, Go to the Filter dropdown, and select the specific customer you wish to pull up.
  3. Then, the Run report button.
     


If you need to memorize a report to allow you to save it with its current customization settings, check this article for guidance: Memorize reports in QuickBooks Online.

 

I'm always here to help with additional questions about customizing a report. Have a good one.