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April 28, 2020
Question

How do I do a basic sales report? At the moment it is including all income (including government grants). I just want sales.

  • April 28, 2020
  • 1 reply
  • 4 views
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1 reply

IamjuViel
Level 8
April 28, 2020

Hello, @Dandee.

 

You can generate and customize the Sales by Customer Detail report. This way, it will only display only your sales transactions grouped by customer.

 

Here's how

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Choose the Sales by Customer Detail.
  4. Set the date range of the report.
  5. Expand the Filter section.
  6. Select the Customer tick box.
  7. From the drop-down, select the name of the customers you want to be included in the report.
  8. Click Run Report.

I've got these articles for more tips and tricks in generating sales reports in QuickBooks:

Let me know if you have other questions about managing your reports n QuickBooks. I'm always here to help.