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kimberleysmith
November 8, 2024
Question

income by customer summary for each customer

  • November 8, 2024
  • 1 reply
  • 0 views

I am needing a "statement" type form I can either send via email or print for customers to show how much they have paid this year.  Just the total amount for their taxes.  We use QB as our accounting system for a before and after school daycare program.  I can find income by customer summary but that gives the total for individual as well as whole.  I am not able to find a "statement type" report I can have for each customer.  Thanks ahead of time for your help.  Last year I wrote them out and I really think I'm able to do it on here just not sure how.  

1 reply

A
Anonymous
November 8, 2024

Good to see you posting here in Community, Kimberley. Currently, the statement type report is unavailable in QuickBooks Online (QBO). Meanhwile, we can run the Sales by Customer Summary instead. I'll be glad to walk you through the process.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to Reports menu, and search for Sales by Customer Summary.
  3. Customize the Report according to your prefferences.
  4. Once done click on Run report.

 

Moreover, you can visit this article for future help to learn how to get the most out of your financial reports: Customize reports in QuickBooks Online.

 

Your success is important to me, and I'm still ready to back you up if you need more help with running reports in QBO. I'll keep this conversation open for you to reach out anytime.

K
kimberleysmithAuthor
November 11, 2024

Thanks so so much!!  I have purchased the advanced version does that make a difference?  

MorganB
MorganB
November 11, 2024

I'm glad to see you found the answers you were looking for herein the Community, kimberleysmith.

 

You will be able to use the steps mentioned by my colleague above in the Advanced version of QuickBooks Online. I'm linking the Plans and Pricing page which offers a break down for the different versions of QBO and what features each offers.  

 

Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back!

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