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greensman
May 28, 2024
Question

purchases report by customer

  • May 28, 2024
  • 1 reply
  • 0 views

Recently migrated from Desktop to Online.  I'm looking for a report, or filtering instructions, to generate a report of purchases by customer and/or by project, including purchases/expenses marked as unbillable.

1 reply

J
JanbonN
May 28, 2024

You can run and customize the Sales by Customer Detail report, @greensman. I'm here to walk you through the process.

 

The Sales by Customer Detail report provides a comprehensive overview of the purchases made by each customer. To include the unbillable on the report, you can customize the report by following the steps below:

 

  1. Go to Reports and type Sales by Customer Detail in the search field.
  2. Select Columns and click More Columns.
  3. In the search field, type in Billable and hit Enter on your keyboard.
  4. Click the Transaction dropdown in the Other section.
  5. Click Line Items and tick Billable.

 

On the other hand, you can refer to this article with the guides on filtering your reports: Customize reports in QuickBooks Online using modern view.

 

Additionally, you can memorize your reports to save your current customizations.

 

Let us know if you have other concerns about reports in QuickBooks Online. We'll be here to help you in any way we can.

G
greensmanAuthor
May 28, 2024

I am asking about purchases, not sales.  So if I have purchased two dogwoods and marked them for a customer project as billable, and a yard of mulch with the same customer project selected but marked NON-billable, where can I find or how do I get to a report that shows me that for that customer I purchased dogwoods and mulch both?

JaeAnnC
JaeAnnC
May 28, 2024

I'll be happy to chime in and walk you through running a report to show the purchases linked to a customer, @greensman.

 

In QuickBooks Online (QBO), you can run the Purchases by Vendor Detail report and customize it to show the required information. While we're unable to group them by customers, we can add a column to display the list of transactions associated with a customer.

 

To do that:

 

  1. Go to Reports and search Purchases by Vendor Detail.
  2. Click Switch to Classic View.
  3. Select Customize.
  4. In the Rows/Columns section, click Change columns.
  5. Put a checkmark beside Customer.
  6. Select Run report.

 

Moreover, you can memorize a report and send it to your team members on a recurring schedule.

 

It's always our goal to address your concerns with reports. If you need further guidance, please feel free to reach out back to us. We'll be glad to offer additional assistance. Keep safe.

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