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Replying to:
ArielI
QuickBooks Team

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As a QuickBooks user myself, I understand how important it is to have access to this report for effectively monitoring and managing employees. For now, We can run a Customer Contact List report for the information needed and Sales by Customer Detail or Sales by Class Detail reports for the transactions. Let me provide the steps on how this works.

 

Before we proceed, please note that while QuickBooks Online and QuickBooks Desktop are both accounting software, they do have differences. Some features and reports may not be visible or available on one platform compared to the other.

 

Moreover, to run the reports, you can follow these steps:

 

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

 

Once done, merge these reports into one Excel file. You can refer to this article: Export your reports to Excel from QuickBooks Online.

 

However, if you'd like this report to be available in QBO, I encourage you to send feedback to our engineers. Your suggestions can help them consider adding this feature in future updates. Here's how:

 

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

 

Additionally, you can memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use. This way, you won't have to go through the customization process each time, saving you time and ensuring consistency in your reporting.


In case you want to print the reports to keep a copy of all the transactions. Feel free to click the Reply button and we'll respond to you anytime.

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