Can I Run a Report on Amount of Sales from Customer Groups in QuickBooks?
Question: Is there some way in QuickBooks to run a report showing the amount of sales from a particular group of customers?
Answer: Yes. QuickBooks allows you to define "Types of Customers." When you open a customer in the Customer Center, click on "Additional Info" on the left side of the screen. There you can enter different customer types and denote one type for each customer you choose.
You can define customer type however you choose. You can define them by their business segment, such as schools, hospitals or day care centers. Or, you can define them by their source—radio, TV, mail campaign, etc. You can define them any way you might want. But, it is best to use only one set of criteria. In the example above, use one set of types—don't mix them up.
Once you have the customer types set up, you can then run reports that filter for one particular type of customer. In the example above, I might want to see sales for a particular period for my hospital clients. You can do that by customizing a sales report to filter for the customer types of "hospitals." Setting up "Types of Customers" gives you a great, simple means of tracking different segments of your clients in a variety of ways.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of “Ask the Accountant.”
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.