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Buy nowCertainly, Sajid. I can help you access the reports in QuickBooks Desktop (QBDT).
Creating monthly and yearly sales reports is a great way to gain insights into your income using QuickBooks. While there may not be a standard report that perfectly fits your needs, you can access the Sales by Customer Detail report and customize it to suit your requirements.
Here's how:
To learn more about running reports in QBDT, you can check this article: Understand reports.
After customizing, you can export the report to Excel. From there, you can modify it to add columns for the months, listing customers on the left, with each product or line item displayed for each customer.
Following these steps will quickly produce a comprehensive report highlighting Items, Customers, and Months. If you have any questions or need further assistance, feel free to post here again. We’re available 24/7 to help with any queries you may have.