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Replying to:
AlcaeusF
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Hi @careya2,

 

I appreciate you getting back to us regarding the report you need in QuickBooks Online. Allow me to assist you with pulling up the necessary sales data from the system.

 

The closest report you can run is Sales by Customer Summary. It's available on all versions of QuickBooks Online (Simple Start, Plus, and Essentials).

 

Your summary report will show the total sales by customer. You can expand the details by clicking the amounts under the Total column.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Scroll down and select Sales by Customer Summary under Sales and customers.
  3. Filter the date range.
  4. Hit Run report.

 

In case there's information you want to add that is not available within QuickBooks, you can also export it to Excel. From there, you can personalize your data further manually.

 

Some reports are only available for certain subscription levels. I've attached an article you can use to learn about the availability depending on the version of QuickBooks: Reports included in your QuickBooks Online subscription.

 

Leave a comment below if you have more questions or need further assistance with the sales data. I'll keep an eye on your response.

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