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