Description

Do you need anything more than what QuickBooks native “Sales by Customer” report provides to find your YTD sales data?

The native report can show the data for the last several years from the beginning of the year till the end of the year.  But what if you need to see the YTD data only to a particular month like YTD sales data for the last several years till April.

This QuickBooks Advanced Reporting template is built to serve that purpose. You can choose the month of your desire, and the report will show the YTD data for last 5 years.

If you need to see data even before 5 years, then it is straightforward to extend the report. Please watch the video to learn more about it.

The best part of this QuickBooks Advanced Reporting is that it makes it easy to see the sales only for the active customers.