We can run a report to pull consolidated data for all sub-customers under a specific customer, @bmaldojr. Let me share further details and walk you through the process.
Before running a report, may I ask what type of data you want to gather (such as financial transactions, sales summaries, contact details, etc.)? Knowing these can help me guide you more precisely and ensure I provide you with the most accurate and relevant information.
In the meantime, we can run a Transaction List by Customer or Sales by Customer Detail. This report will give us a broad overview of all transactions associated with each customer, including sub-customers.
Allow me to guide you through running this report using the modern view:
Navigate to the Reports, located in the left panel.
In the Search bar, enter Transaction List by Customer or Sales by Customer Detail.
Click the Report Period drop-down, then select a date based on your preference.
Hover to the Columns, then check any information you want to add to your report.
Go to Filters, then select Customer in the first drop-down.
In the following field, select the Equals.
Lastly, tick the check box for each Customer you want to add to your report.
I've added this screenshot for your visual reference:
Once done, you might want to memorize this report to save its current settings and filters for future use.
Additionally, did you know you can schedule a free consultation with our QuickBooks Live Expert Assisted? They can offer personalized guidance on more effective ways to utilize QuickBooks features to match your business workflow.
Compiling data across sub-customers should provide you with deeper insights and help manage relationships and transactions more effectively. If you have specific formats or data fields in mind, please let me know, and I can assist further in setting up your reports to meet these requirements.
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