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sopdahl-factoryo
January 15, 2020
Question

How do I customize my Sales by Customer Detail report to only show each invoice and not the details of each invoice?

  • January 15, 2020
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

AddieC
AddieC
January 15, 2020

Hi there, 

 

QuickBooks Online comes stocked with tons of awesome reports you can review to help you run your business. Staying updated on your business health is essential for your success.

 

It's important to have a program that offers flexibility in your reporting, so you can see only the necessary information. I'll explain how you can edit the Sales by Customer Detail report to show only each invoice and not their details.

 

When you open your report, you'll see a small Gear icon appearing above the report. Click this icon, then click Show More to expand your options. 

You'll want to un-check all the boxes for information you'd like to hide. Only the checked boxes will appear on your report, so in this case, you'll want to leave only the box for Transaction type checked off. You can play around with these settings to come up with the report you want. 
 

That's all there is to it. If you have any other questions, please reach out to our tech support team. 


Cheers!

Whoadeb
October 11, 2023

Can you say how to do this in QBDT?

 

Thanks

JamesM4
October 11, 2023

Hello Whoadeb. Thanks for chiming in on this thread. QuickBooks Desktop is a powerful program that simplfies the way you manage your income and expenses. I'll be glad to share more info and help steer you along the right path. In order to customize a report using the steps above in QB Desktop, I encourage you to check out this article here as it provide the details you need to move forward. You're more than welcome to ask questions as you go through the article. I'll be one message away. 

Whoadeb
October 12, 2023

Thanks James M4,

 

I have created the report and am looking for the just the invoice totals, not all the line items that make up the total.  Haven't figured out how to do that. What am I missing?

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