IamjuViel
QuickBooks Team

Account management

Hello there, @ben8.

 

Let me share additional information on how you can customize your reports to suit your business needs.

 

As mentioned by my colleague, @Angelyn_T, the ability to generate a report that shows both your income per customer and zip code or city is not yet available. What you can do is to open the Customer Contact List and download it as an excel file. Here's how:

  1. Go to Reports.
  2. Choose Customer Contact List.
  3. Filter to include the Zip code and City on the report.
  4. Click the Download drop-down arrow.
  5. Choose Export as Excel.
  6. Open the downloaded file.

Once completed, let's download your Income by Customer or the Sales by Customer report. Here's how:

  1. Click the Reports tab.
  2. Select either Income by Customer or the Sales by Customer report.
  3. Click the Download drop-down arrow.
  4. Choose Export as Excel.
  5. Open the downloaded file.

If you have the reports you need, copy the data under the City and Zip code columns from the Customer Contact list. Then, paste it to the Income by Customer or the Sales by Customer report.

 

That should do it! Let me know if you have other questions about generating reports in QuickBooks Online. I'm always here to help.