Other questions
Appreciate you for joining this thread, 185. I'll make sure you'll get accurate details for your concern.
Before that, I'd like to ask if you're using QuickBooks Online. If yes, we can run the Customer Contact List and Sales by Customer Details report. These reports can be filtered by customer type.
The steps below will walk you through the complete steps to generate these reports.
- Log in to your QBO account and go to the Reports menu.
- In the search bar, enter Customer Contact List and Sales by Customer Customer Detail report.
To filter the report properly, click the Customize button in the upper-right corner. In the Filter section, tick the Customer Type box and select your preferred type of customer. Here's a sample screenshot for reference:
Additionally, you can visit these articles to learn more about filtering and adding rows in the report:
If you have other concerns about QuickBooks reports, please let me know. I'd love to help you resolve and figure them out. Take care and have a good one.
