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 […]

How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how […]