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KAY15
June 9, 2020
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Sales by Item Report Including Bill To Name, Bill To City, Bill To State, Bill To Zip

  • June 9, 2020
  • 1 reply
  • 0 views

Is there a way to add the Bill To Name, Bill To City, Bill To State and Bill To Zip to the "Sales by Customer Detail" report?

When I go to Customize report, there is no option for any Bill To fields to be added to the report.

Are there any reports in QB that link Sales Items and Customers with Bill To information?

Best answer by Pabz_L

Thank you for posting here in the Community, @KAY15.

 

In customizing your sales by customer report, you can add the name of the city, state, and zip. 

 

Here’s how. 

 

  1. Go to the Reports tab.
  2. Select, Sales by Customer Detail.
  3. Click Customize Report.
  4. On the Display tab under columns, put a checkmark beside Name City, Name State, and Name Zip.
  5. Then, click OK.

 

You may also create specific custom reports in QuickBooks Desktop to focus on the information that matters most to your business. Please check out this link. Customize reports. 

 

Feel free to fill me in if you have any other questions. Have a nice day!

1 reply

Pabz_L
Pabz_LAnswer
June 9, 2020

Thank you for posting here in the Community, @KAY15.

 

In customizing your sales by customer report, you can add the name of the city, state, and zip. 

 

Here’s how. 

 

  1. Go to the Reports tab.
  2. Select, Sales by Customer Detail.
  3. Click Customize Report.
  4. On the Display tab under columns, put a checkmark beside Name City, Name State, and Name Zip.
  5. Then, click OK.

 

You may also create specific custom reports in QuickBooks Desktop to focus on the information that matters most to your business. Please check out this link. Customize reports. 

 

Feel free to fill me in if you have any other questions. Have a nice day!

V
vinseyjulip
June 10, 2020

Hi @Pabz_L ,

 

I tried to do that but all I got was the prefilled address for that customer item on our customer center.

 

What we have is we have a lot of new customers who we usually file under the customer name, NEW, and these usually only just purchase once or twice from us so we don't want to have to make a new customer file for every new customer as we get a lot of them.

 

We use the BILL TO field on the top right of the create invoice module to indicate who they will be billed to. I see that the custom reports have a Ship To field which can be exported, but I don't see anything about a Bill To. Does this mean it's not possible to export this?

 

We also need to export the customer message on the lower left part of Quickbooks so if you know anything about that, help would also be greatly appreciated. Many thanks for reading this!

C
Catherine_B
June 10, 2020

Hello there, vinseyjulip. 

 

We're unable to add the Bill To Name, Bill To City, Bill To State, Bill To Zip columns on a report and then export it. We'll have to open each transaction and look into the billing address. I'll surely take this feedback to add these option on a detailed report.

 

On the other hand, if the Bill To information is the customer's default address, you can export a Customer Contact List and add the Bill To information. Here's how: 

  1. Go to the Reports menu.
  2. Choose Customers & Receivables. 
  3. Select Customer Contact List. 
  4. The Bill to information is displayed by default. To export it, just click Excel from the menu. 

You can always post your questions here if you need more help. You take care always and have a great day!

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