QB Issue Resolution:

You’ll need to create two reports in QuickBooks Online and combine this in Excel to get the desired report.

To create the report for the Product or Service:

Choose Reports on the left navigation panel.
Search for the Sales by Customer Summary report and run the report.
Click the Customize button.
On the customize window, set the desired date range on the top.
Scroll to the Lists section and use the Product/Service field to select the desired product.
If you have more than one product you wish reported on, choose the Select Multiple option.
Under Select from List, select the products you wish to report on.
Click Add> to place in the Product/Service Filter List.
Click OK.
Click Run Report.
(Optional) If you wish to combine this with the customer contact report – click the Excel button.

To create the Customer Contact report:

Choose Reports on the left navigation panel.
Search for the Customer Contact List report and run the report.
Click the Customize button.
On the customize screen, use the Change Columns button to add or remove the columns for the desired information.
Scroll to the Lists section, use the Select Multiple option on the top of the drop down menu
Under Select from List, select the customers you wish to report on.
Click Add> to place in the Customer Filter List.
Click OK.
Click Run Report.
(Optional) If you wish to combine this with the customer contact report – click the Excel button.

If you are going to combine the information, you can use the options within Excel once both reports are in that application. For steps to maniplulate the data in Excel, see the Help topics within that application.

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Details
Answer ID 6244
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Using This Product
Date Created 04/29/2014 04:26 AM
Date Updated 04/29/2014 04:31 AM
Allow Crawling? Yes

Resolution for Issue 'Customer Contact report filtered by Product/Service purchased.' available: Yes (Solved).
Source: Intuit Community forum.

Customer Contact report filtered by Product/Service purchased.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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