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May 24, 2023
Question

Reports for Customer Sales with customer addresses by class

  • May 24, 2023
  • 1 reply
  • 0 views

Hi, 

I am needing to run a report that is showing Customer Sales by Class that also includes the Customer address on the same report. I've tried to customize multiple reports in Quickbooks online and can't seem to find one with both the customer address, sales and by Class. 

1 reply

May 24, 2023

Generating a report by class with customer address and sales is interesting, @Bre1208. We can run different reports and then combine them manually to achieve it. I'm here to walk you through the process to ensure you get the data you need.

 

You're right, no report contains sales and addresses by class together. I can see how that would benefit you and your business. Thus, I recommend sharing this idea with our Product Developers. They will review it and consider it for future updates depending on the number of users' requests.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

You'll want to track your suggestion through this website. You can also visit our blog to keep up with recent events and developments.

 

As a workaround, we can run a Customer Contact List report for the addresses and Sales by Customer Detail or Sales by Class Detail reports for the transactions. 

 

  1. On the left pane, select Reports.
  2. Search for Customer Contact List.
  3. On the upper right section, click Customize.
  4. Press the Rows/Columns dropdown and pick which address you need to appear in the report. In the Filter dropdown, choose the info you'd like to add.
  5. Tap Run report.
  6. Repeat the process for other reports.

 

I'm adding these screenshots for your reference:

 

Once done, merge these reports into one Excel file. See this article for more guidance: Export your reports to Excel from QuickBooks Online.

 

 

These resources will help you modify reports and save their current customization to save you time:

 

 

It's always my pleasure to help you with other questions about developing reports. Use the Reply button and leave your comment below so that I can assist you further. Take care always.

Bre1208Author
May 25, 2023

Thank you for replying JamaicaA, 

I actually have figured that part out, however it still requires you to move information from one Excel spreadsheet by individual cell manually into the other excel spreadsheet, so we may we as well just type the info manually anyway. So, this is not what is needed as this is a huge report for us that has to be done every month. Unfortunately, we just moved from Desktop version which pulled this entire report with no problem, but Online seems to be lacking in many areas and this is just one of them. 

May 20, 2024

We're still using desktop and need the class report with customer address included. How did you use to run it and has Quickbooks fixed the online version to run same report?