QB Issue Resolution:
Yes, we have multiple customer detailed reports that gives you an overview of their purchases, JRobertson223.
Let me help you pull that up. We can use the Sales by Customer Detail report as an example and customize the report period. Let me show you how:
- Go to the Reports menu and type in the search field Sales by Customer Detail.
- Click the Customize button.
- Change the Report period.
- Select Rows/Columns > Change columns to modify the data to display.
- Click Filter to select the type of customer, account, product/services that you’ll want to appear on the report.
- Hit Run report.
Let me know if you have further questions.
Resolution for Issue 'Hello. Previously we used Sage50 and we were able to run a report by customer that detailed everything that customer bought during a period of time. Does QuickBooks Online offer something similar or something that we can customize? Thanks' available: Yes (Solved).
Source: Intuit Community forum.
Hello. Previously we used Sage50 and we were able to run a report by customer that detailed everything that customer bought during a period of time. Does QuickBooks Online offer something similar or something that we can customize? Thanks: 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.Support for Detailed Activity by Customer
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