Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Maybelle_S
QuickBooks Team

Reply to message

Hello there, @careya2.

 

We can pull up the Sales by Customer Summary report in QuickBooks Desktop (QBDT). It will include all the customer types. We'll have to customize the data and filter it.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Hover over Sales, and then choose Sales by Customer Summary.
  3. Click the Customize Report button.
  4. Select the Filters tab.
  5. Click Customer Type under Filter.
  6. Choose the type you want to show in the data from the drop-down arrow.
  7. Hit OK.

 

I'll be adding a few related articles below to help you understand reports in QuickBooks and how to customize them:

 

 

Keep me posted if you have follow-up questions about the reports in QuickBooks. I'll be right here to provide the information you need. Have a great day.

Need to get in touch?

Contact us