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Namedi-Modisi
New Member

Can I get standard reports using my phone? I don't see the tab. I need the sales report by customer detail?

Can I get standard reports using my phone?
1 Comment 1
GianSeth_A
QuickBooks Team

Can I get standard reports using my phone? I don't see the tab. I need the sales report by customer detail?

Hello there, Namedi. The full Sales by Customer Detail report, with its complete list of transactions, is not available within the mobile app interface. The app provides summary views only.

 

However, you can definitely get this detailed report on your phone by accessing the full QuickBooks Online site through your mobile browser.

 

Here are the steps:

 

  1. Open your preferred web browser (like Safari, Chrome, or Firefox) on your phone.
  2. Go to the QuickBooks Online login page and sign in to your account.
  3. On the left-hand navigation menu, select Reports.


     
  4. Now, in the search bar at the top of the Reports page, type Sales by Customer Detail and select the matching report from the results.


     
  5. Moreover, you can adjust the Report period and other filters at the top of the report to display the specific data range you need.
  6. Finally, select Run report to generate the detailed results.

 

Do you need additional assistance with your reports? Please provide the details in your response so we can address them accordingly.