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Replying to:
Rubielyn_J
QuickBooks Team

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I can show you ways to have a summary report showing only the list of customers and revenue, @erik13.

 

We can customize the Sales by Customer Type detail report to show the data you only want. To proceed, please follow the steps below:

 

  1. In your QBO account, proceed to the Reports menu.
  2. Search and select the Sales by Customer Type detail report.
  3. Click the Customize button.
  4. In the Report period section, choose the date.
  5. Under Rows and columns, put a checkmark on Customers and Amount only.
  6. Under Filter, select the box next to Customer and click All.
  7. Once done, click Run report.

 

For more info on how to personalize your statements, 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 managing your Sales reports. I'll keep an eye on your response. Have a nice day ahead. 

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