Thank you for returning to the Community and updating us on your troubleshooting progress, ksottile. We'll need to customize the report to add the Payment Method item by going to the Group by section.
QuickBooks uses a concept called 'Source' and 'Targets' to build transactions and data when running reports. The target for the Sales by Customer Type Detail report is the customer type and the source will depend on customer information (assigned with customer type or not). That said, let's add the Payment Method item to show the payment types.
Here's how:
- Navigate to the Reports menu on the left panel and enter Sales by Customer Type detail report in the Find report by name field.
- On the report screen, click the Switch to classic view button.
- From there, tap the Report period drop-down and set the correct date range.
- In the Rows/columns section, press the Group by drop-down and select Payment Method.
- Click the Customize button to display the Customize report window.
- Under Rows/Columns section, tap the Change columns link and tick the Payment Method box.
- In the Filter section, mark the Payment Method box and select the payment types you want to include in the report.
- Once done, press the Run report button for the changes to take effect.
For guidance on how to highlight specific details in your reports, such as transactions involving customers or vendors, explore each link below for detailed instructions:
Moreover, you can memorize the report to retain its customization settings and set up a schedule to automatically email it.
Let me know if you have any other product-related issues or questions about reports and how to customize them. We will get back to you to offer the help you need.
