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April 2, 2024
Question

Sales Report needed and sortable by account, product, dollar amount and date purchased.

  • April 2, 2024
  • 1 reply
  • 0 views

CUSTOM SALES REPORT -

 

Need these columns. The Sales Report needs to be searchable by date range-

 

  1. Client name
  2. Client address/or email 
  3. Product purchased
  4. Dollar amount
  5. Date purchased

 

 

1 reply

April 2, 2024

Thanks for joining the Community, sjharmon. I appreciate your detailed information.

 

You can run a Sales by Customer Detail report to show most of what you're looking for.

 

Here's how:
 

  1. In the left navigation bar, go to Reports.
  2. Scroll down and find your Sales by Customer Detail report.
  3. Select it.

 

After running the report, you can customize it with a Report period, Accounting method, etc.

You can also utilize your additional customization options (Group, Filter, General options, and Columns) to customize the report further.


Once you've finished customizing your report, it can be saved as a custom report by using its Save As button.

 


 

If more customization is needed, beyond what options QuickBooks offers, you also have the option of exporting your reports and customizing them further outside of QuickBooks.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

Please don't hesitate to send a reply if there's any questions. Have a lovely Tuesday!