Account management
You might be using the Simple Start version, @aereninger.
The Sales by Customer Detail and Sales by Product/Service Detail reports are only available in QuickBooks Online Advance, Essentials, and Plus versions. That's why you're unable to see and customize it. Please check out the reports included in your QuickBooks Online subscription to see the lists available for your version.
As of now, I'd suggest running the Transaction List by Tag Group report. Then customize it to show the invoice date & number, customer name, memo/description, and many more.
I'm also adding this article to more about the process: Run reports in QuickBooks Online.
You'll want to consider upgrading your subscription to get a detailed report. Here's how you can do it:
- Click the Gear icon and select Account and Settings.
- Proceed to the Billing & Subscription tab.
- In the QuickBooks Online section, tap Upgrade.
- Choose the next plan you want, and pick Upgrade.
- Confirm your payment information and hit Save.
Check out these articles to know more about the different features in each version.
Should you need anything else, let me know. I’m more than happy to help. Wishing you the best!
