Am I able to create a report showing only information from one "customer" (in my case each customer is a property) and export that data and only receipts relevant?

I have a couple rental properties and I would like to be able to analyze them independently and export a "tax package" for each one, which includes only the income and expenses for each property and all the receipts for just that property.


Let's generate the report that you need for each of your customer/property, info.

You can run Profit and Loss Report and filter it by Customer to show your income and expenses on each property. However, you need to generate a different report, Transactions List by Customer Report to show your receipts for a given period of time.

Here's how to generate a Profit and Loss report per customer:

  1. Go to your Reports tab and run this Profit and Loss report. 
  2. After generating this, click the Customise button at the top-right. 
  3. Click the Filter drop-down and tap the box beside Customer
  4. Choose the name from the menu. 
  5. Select the Run report once done. 

Check this article for more information: How to customise your Profit and Loss report. 

Next, customise the Transaction List by Customer report:

  1. Generate this like what you did on the first report. 
  2. Click the Customise button at the top-right. 
  3. Select the Filter drop-down and tap the box beside Customer and choose the name from the menu. 
  4. Also, add the Transaction Type and choose Sales Receipt.
  5. Lastly, click the Run report once done. 

See the following article for detailed guidance on how to customise reports

I'm always here if you need further help in creating a report and if you have other concerns about your account, by leaving a comment below. Have a good one! 

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IntuitMaryJoy , Community Support Specialist
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