It's great to see you here today, @davisfarm. I’ll share some steps you can try to get the details you need.
We can run the Sales by Customer Type Detail report and print it. From there, we can filter it so we’ll be able to include the delivery method. You can also pull up the Transaction List by Customer report if you’d like to show the shipping details.
If you’re using QuickBooks Online, go to Reports on the left pane and enter Sales by Customer Type Detail or Transaction List by Customer. After that, proceed with the steps below:
- Click on Customize and set the date under Report period.
- Go to Rows/Columns and click on the Change columns link.
- If you choose Sales by Customer Type Detail, tick the Ship via and enter the shipping type.
- If you select Transaction List by Customer, select Shipping Address, Ship Via, and Ship Date boxes.
- Press Run report.
However, if you’re using QuickBooks Desktop, please follow the steps below:
- Go to the Reports menu.
- Click Customers & Receivables and select Transaction List by Customer.
- Click Customize Report, then search for the ship via under the Columns and mark them.
- On the Filters, enter Ship via and choose which method you’ll want to appear in the report.
- Tap OK.
The Ship via option in QuickBooks Online is an open text field and there isn't yet a way to create drop-down fields for shipping type. On the other hand, the Ship details column in QuickBooks Desktop is used to manage the shipping details from the new Sales Order Fulfillment Worksheet dashboard.
For more tips about personalising the style and details of your reports, you can visit these articles:
Once done, you can save the report so you won’t have to go through the same process again and track the sales order seamlessly:
The Community is always open if you have other shipping questions. I'll be right here to help if there's anything else you need. Have a great day
