Hi there,
I know how important it is for you to be able to view sales information related to your customers. QuickBooks Online lets you use location tracking to group sales together for easy reporting. I'll explain how this works for customers.
At this time, you're unable to allocate a specific location with your customer so that it automatically pops up when you invoice them. I can appreciate that this would help you group certain customers together to view your sales by customer group, however at this time you'll have to calculate the sales for a specific group of customers manually. I'll explain how you can edit the Sales by Customer Detail report to show only the sales information for specific customers.
1. Click the Reports tab on the left menu.
2. Search for the Sales by Customer Detail report.
3. Click Customize in the top right corner.
4. Click the Filter drop-down menu.
5. Check off the box next to Customer.
6. Check off the box next to each customer in the group you're looking to see.
7. Click Run Report.
That's all there is to it. I recommend submitting feedback regarding the option to assign a location to your customer by clicking the Gear icon > Feedback.
Have a great day.
