How to See Total Sales for One Customer in a Year

Ask the Accountant…

Question: How can I see what the total amount of sales I have made to a customer last year?

Answer: QuickBooks has a great deal of information available to you in report form if you just know where to look. In QB Premier, go to:

"Reports" (at top) > "Sales" > "Sales by Customer Summary" > select dates

This will give you a report of total sales from the specified time period for all of your customers.

If you want a specific customer, from the list of all customer sales, select "Customize Report" > "Filters" > select “Name” on left field > select the customer you want in the middle field. That should do it!

Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor of 23 years. She advises ad specialty distributors about using QuickBooks Premier & Enterprise, and SAGE Online to save time, eliminate errors, and correctly account for your business. Her specialty is converting distributors from ProfitMaker, SmartBooks, OrderMaster, AIA, and other accounting systems.

HGatter@AccountingSupportLLC.com www.AccountingSupportLLC.com

Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant".