Skill: Sales by Customer Report

The Sales by Customer Report skill generates a QuickBooks report that breaks down sales revenue by customer. This helps agents answer questions about which customers are driving the most revenue, customer-level trends, and account-specific sales performance.

Parameters

Parameter	Type	Required	Description
`start_date`	`string`	No	Start of the reporting period in `YYYY-MM-DD` format. Defaults to the beginning of the current fiscal year.
`end_date`	`string`	No	End of the reporting period in `YYYY-MM-DD` format. Defaults to today.
`accounting_method`	`string`	No	Either `Accrual` or `Cash`. Defaults to the company’s QuickBooks preference.
`customer`	`string`	No	Filter the report to a specific customer by QuickBooks customer ID. If omitted, includes all customers.

Example usage

“How much have we sold to each customer this quarter?”

The agent would invoke this skill with:

start_date: 2026-01-01
end_date: 2026-03-31

Or for a specific customer:

“Show me the sales breakdown for Acme Corp last year using cash accounting.”

The agent would first look up Acme Corp’s customer ID, then invoke:

start_date: 2025-01-01
end_date: 2025-12-31
accounting_method: Cash
customer: 12345

Response structure

The skill returns a report grouped by customer, with each row containing:

Customer name — the customer’s display name.
Sales amount — total sales to this customer in the period.
Percentage of total — this customer’s share of total sales.

The report also includes a total row summing all customer sales. When a specific customer filter is applied, the report shows only that customer’s detailed sales breakdown by product/service.

API endpoint

POST /api/quickbooks/v1.0/sales-by-customer-report