Excel 2007/2010: Choose Sort & Filter in the Editing section of the ribbon, and then choose Filter. Use the * key on the number pad of your keyboard, or press Ctrl-Shift-8. Fortunately it’s easy to do this with Excel:ģ. Click the Export button at the top of the report screen, choose New Excel workbook, and then click Export.Ĥ. The total sales for each customer are a =SUM formula that will get corrupted by a subsequent process that we’re going to do to this report, so we must convert the totals to values:Ī. Right-click on the sales figure column (for instance, column D in Figure 3), choose Copy to copy the entire column to the clipboard.įigure 3: Convert the sales figures to numbers instead of formulas.ī. Right-click again on the sales figure column, choose Paste Special, Values, and then click OK.ĥ. Click on cell A1, and then press Ctrl-* to select the entire report. This approach is simple enough, but doesn’t allow you to limit the report to a particular subset, say your top 10, 25, or 100 customers. Going forward, you can access your report by choosing Reports, Memorized Reports, and then looking for your report title. Assign a name, such as Top Customers, and then optionally choose a Memorized Report Group. To quickly determine your top customers for a given time period, follow these steps:ġ. In QuickBooks, choose Reports, Sales, and then Sales by Customer Summary.Ģ. When the report appears onscreen, change the report dates to display the period that you wish to see, and then click Refresh, as shown in Figure 1.įigure 1: Modify the dates of the Sales By Customer Summary to display the report period in question.ģ. Click the Modify Report button that appears at the top of the report window.Ĥ. In the Modify Report window, change Sort By to Total, instead of Default, as shown in Figure 2.įigure 2: Change the Sort By to Total, instead of Default.ĥ. Click OK to display the modified report on the screen.Ħ. To save this report for future use, click the Memorize button that appears at the top of the report window. The first technique involves a minor tweak to an existing QuickBooks report, while the second demonstrates a couple of tricks that I use to transform QuickBooks reports into usable data in Excel. In this article I’ll demonstrate two ways that you can determine who your top customers are based on total sales. Given the length of the Great Recession, your top customers today might not be the same folks who were your top customers even a couple months ago.
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