Question

Sales Reports

Forum|Forum|5 years ago
November 9, 2020
1 reply
0 views

Good morning,

I have 2 questions about the Sales by Customer reports:

1. Is there a way to exclude exchange gains/losses from these reports? I want my reports to match exactly the amounts in my income accounts.

2. On the Sales By Customer Detail report, exchange losses are shown as positive values while exchange gains are shown as negative values. This is confusing to the reader since the sum of the values in the amount column does not equal the column total (see example). Is this normal?

Many thanks!

QuickBooks Online

N

Nick K

Hi peter-halpenny,

Being able to customize your reports to see the information you need is what QuickBooks Online is all about. I can help go over how to customize your reports in QuickBooks Online to find the information you need.

QuickBooks Online makes customizing your reports a breeze to help you save time getting the information you need. In order to customize your reports you can follow the steps in this article. At this time the option to exclude the gains/losses from multi currency isn't available. If you wish to customize a report to remove the gains/losses, you can send feedback to our developers by following these steps.

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.

As for the sales by customer detail report, that would be how the report shows that information as it's the difference between the USD values from within that timeframe.

Hope this helps.