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October 28, 2020
Question

Why does QB Online sales by customer detail report show the bundles mixed up? QB desktop same report shows the bundles exactly how they appear on the invoices. Fixplease?

  • October 28, 2020
  • 1 reply
  • 2 views
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1 reply

RenjolynC
Level 9
October 28, 2020

I'll share some steps to help you fix the report, ciara-soulfood-i.

 

When items are mixed up in a report, it's possible that the rows/columns are grouped by a different type. Let's check the report by following these steps:

 

  1. Go to Reports on the left panel.
  2. Type Sales by Customer Detail in the search field.
  3. Select the Report period, and make sure Customer is selected from the Group by drop-down menu.
  4. Click the Run report button.

I'm also adding some sample screenshots below comparing the report to the desktop version:

 

 

This article also includes a video tutorial on how to customize the report: How to Customize Reports: Basics, Sorting & Date Ranges.

 

Please let me know if there's anything else you need or other questions with QuickBooks Online. I'll be around to help you out again.