cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
fatmaruzanna
Level 1

Hi how can i run the sales report based on company name?

 
1 Comment 1
RenjolynC
QuickBooks Team

Hi how can i run the sales report based on company name?

I hope you're having a good day today, fatmaruzanna.

 

I'd like to verify, did you create the company as a customer? If so, you'll want to change the Display name as in the Customer Information. This way, you will see the company name instead of the customer's name when running the sales reports.

 

Here are the steps:

 

  1. Go to Sales or Invoicing > Customers.
  2. Select the customer's name.
  3. Click the Edit button to open the Customer Information window.
  4. In the Display name as drop-down list, select the company name. 
  5. Hit Save.

Here's a sample screenshot for a visual reference:

 

 

Once done, you can run the Sales by Customer Detail report by following these steps:

 

  1. On the left panel, click Reports.
  2. Type Sales by Customer Detail in the search field.
  3. Set the Report period and click the Run report button.

Here's a sample screenshot of what the report would look like:

 

 

To see other reports included in your subscription and how to customise it, you can read these articles:

 

Please don't hesitate to let me know if you're looking for something else. I'll be right here to provide the solutions. Take care and stay safe!