Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Carneil_C
QuickBooks Team

Reply to message

It's good to see you again on this thread, @sajidrasheed.

 

Currently, generating a detailed report you want isn't an option. However, you can tailor it to your needs with the information below.

 

As suggested by my colleague, LollyNino_C, you can pull up the Sales by Customer Detail or Sales by Item Detail report and customize it. Alternatively, exporting it to Excel will enable you to adjust the Items, Customers, and Months as desired.

 

Once the report is ready to be exported, here's how:

 

  1. Navigate to Reports, then Reports Center.
  2. Locate and double-click the report you want to export.
  3. Select the Excel ▼dropdown, then choose Create New Worksheet or Update Existing Worksheet

     
  4. If you encounter a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.
  5. When you’re ready to export, select OK.

 

Furthermore, you can save customized report settings for future use by memorizing them. This way, you do not have to go through the customization process again. 

 

Feel free to click the Reply button below for queries about modifying your reports in QuickBooks Desktop. We'll circle back to help you.

View solution in original post

Need to get in touch?

Contact us