Is there a report to show how many pounds of product are sold to an individual customer?

Answer

Hello there, arborgie,

You'll be glad to know that you can pull up the Sales by Customer Detail report for the complete details. You can customize this report by customers, products/service, and qty.

To generate the report with the number of products sold, follow the steps listed below:

  1. From the left panel, select Reports.
  2. Search Sales by Customer Detail.
  3. Click Customize.
  4. Select a specific date from the Report period drop-down list menu.
  5. Under Rows/Columns, select Customer from the Group by drop-down list menu.
  6. You can select Product/Service and Qty which will show in the report.
  7. Click Run report to save the changes.

Please see the attached screenshots for your guidance.

If you need to save this report:

  1. Click Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down and choose All.
  4. Click Save.
  5. You can then access it through the My Custom Reports (or Custom Reports) tab in the Reports page.

For additional information and detailed steps, you can go through this article: How to customize reports.

You can now generate and customize the Sales by Customer Detail report.

Drop me a line if there's anything else I can help you with generating a report in QuickBooks Online. I'll be here whenever you need my help.


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IntuitMaryLand , Community Support Specialist
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