Skill: Sales by Customer Report

Generate a sales report from QuickBooks Online grouped by customer, with configurable date ranges, accounting methods, and customer filters.

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.

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Related skills: Sales by Product Report | Sales by Department Report | Query Customer