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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Rubielyn_J
QuickBooks Team

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Thanks for posting here in the Community, @BWFC.

 

Let me provide some details about creating reports in QuickBooks Online. We can customize the Sales by customer type detail report to show the summary. 

 

Here's how: 

  1. Go to the Reports menu.
  2. From the Find report by name field, search and choose Sales by customer type detail report. 
  3. Select the Report period
  4. On the report's page, collapse the invoice line by clicking the drop-down arrow beside the customer type.

    report3.PNG

    report4.PNG

 

You'll want to personalize your reports, feel free to check out this article: Customize reports in QuickBooks Online.

 

Lastly, you can memorize your report to save it with its current customization settings.

 

Let me know if you have further concerns. I'll keep an eye on your response. Have a nice day ahead. 

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