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Replying to:
LollyNino_C
QuickBooks Team

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Certainly, 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:

 

  1. Go to the Reports menu at the top of your screen.
  2. Select Sales and then choose Sales by Customer Detail.
  3. Once the report is generated, click the Customize Report button to modify it according to your needs.
  4. If you want to display specific customer names, select the Name options.
  5. Choose the desired date range for the report. To see sales by month and year, select a date range that covers the period you want to analyze.
  6. Click OK to complete the process.

 

 

 

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.

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