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Replying to:
JamaicaA
QuickBooks Team

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Generating a report by class with customer address and sales is interesting, @Bre1208. We can run different reports and then combine them manually to achieve it. I'm here to walk you through the process to ensure you get the data you need.

 

You're right, no report contains sales and addresses by class together. I can see how that would benefit you and your business. Thus, I recommend sharing this idea with our Product Developers. They will review it and consider it for future updates depending on the number of users' requests.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

qbo_feedback.png

 

You'll want to track your suggestion through this website. You can also visit our blog to keep up with recent events and developments.

 

As a workaround, we can run a Customer Contact List report for the addresses and Sales by Customer Detail or Sales by Class Detail reports for the transactions. 

 

  1. On the left pane, select Reports.
  2. Search for Customer Contact List.
  3. On the upper right section, click Customize.
  4. Press the Rows/Columns dropdown and pick which address you need to appear in the report. In the Filter dropdown, choose the info you'd like to add.
  5. Tap Run report.
  6. Repeat the process for other reports.

 

I'm adding these screenshots for your reference:

image.pngimage.pngimage.png

 

Once done, merge these reports into one Excel file. See this article for more guidance: Export your reports to Excel from QuickBooks Online.

 

image.png

 

These resources will help you modify reports and save their current customization to save you time:

 

 

It's always my pleasure to help you with other questions about developing reports. Use the Reply button and leave your comment below so that I can assist you further. Take care always.

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