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.
[email protected] www.AccountingSupportLLC.com
Please email accounting questions you would like considered for the column to [email protected] with the subject line of “Ask the Accountant”.
