How do I run a weekly report of Sales Receipts from customers/clients

Most of the reports in QBO, you can’t customize the way you want it. Just wish, they’ve simple weekly sales reports filter by sales transaction type like Sales Receipt but they don’t.
The ideal report in QBO would be SALES BY CUSTOMER SUMMARY group by week. But this report you can’t filter it by Transaction Type to get Sales Receipts only.

In the meantime, you can run TRANSACTION LIST BY CUSTOMER report to get the data.

  • Report period = select as needed
  • Rows/columns Group by = Week
  • Customize > Filter > Transaction Type = Sales Receipt

You can make this My Custom Reports by clicking Save Customization button at the top right. Next time you will see this in My Custom Reports tab,

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