Report of Customer Sales Totals + Customer Addresses

Forum|Forum|2 months ago
July 28, 2026
3 replies
108 views

Hello. I need to create a customized report that, simple though it is, seems impossible as far as I can tell. Making a hail mary in hopes someone here can help.

I need a report that can:

Show sum total donations by customer
Include the customer’s address

That’s it.

I can easily create #1 using “Sales by Customer Summary” and filtering by Product/Service, but for some reason this report has no customization option for Columns in order to add a column for Customer Bill or Ship Address.

I can create #2 using “Sales by Customer Detail” and filtering by Product/Service, BUT this report displays every single transaction, not just sum totals, and it can’t sort by customer totals.

Is there any possible workaround?

I am using QuickBooks Online Advance.

Thank you in advance

I

Irene R

QuickBooks Team

You’re right about the Sales by Customer Summary giving you clean totals without address columns, while the Sales by Customer Detail includes addresses but with every single transaction. To get the layout you need, you have to run two separate reports in your QuickBooks Online Advanced and merge them in Excel.

Start by generating your Sales by Customer Summary, making sure to filter it to include only your donation products or services. Once you have that, use the Export icon and select Export to Excel to transfer the data. Next, run the Customer Contact List report, which includes both billing and shipping addresses, and export that as well. Finally, combine these two files in Excel.

Let me know if you need further help with QuickBooks Online reports.

A

AccountingSupportAuthor

New Member

Thanks so much Irene for the quick and helpful response to highlight a workaround. I exported both reports to Excel and, with with the help of AI, I was able to use Excel’s “XLOOKUP” formula to merge the addresses in the Customer Contact List with the names in the Sales by Customer Summary.

To create a subset of one’s customer database with addressed based upon product/services with accompanying sum totals would seem a widespread need. Having to go the Excel route took 20x longer than it would have than a few clicks in QBO would have taken. Please let this note serve as a vote/request for that functionality.

Thank you again!

N

NerbynMaeI

QuickBooks Team

It's great to hear that my colleague's workaround got you moving! You can submit Feedback directly to our product development team to easily create a filtered subset of the customer database. This ensures they can consider it for future updates.

I’ll keep this thread open in case you have any details to share or follow-up questions!

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