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hello234
May 9, 2025
Question

How do I take out deposits from the "sales by customer summary". I can do this with the detailed report, and now need to match the summary to this.

  • May 9, 2025
  • 1 reply
  • 0 views

The deposits are actually payments on account that have been later allocated against the invoices, so are distorting the summary figures. TIA

1 reply

L
LouiseG12
May 9, 2025

You can tailor your Sales by Customer Summary report to display only the transactions you wish to see by using the filter options, hello234. Let me provide the steps below. 

If you're using the modern view, follow these steps:
 

  1. Go to the Reports menu.
  2. Enter Sales by Customer Summary in the search field.
  3. Click on Filter, then select Transaction type in the first field.
  4. In the second field, choose equals and then Invoice.

If you're using the classic view, here's how to proceed:
 

  1. Click on the Customize button.
  2. Under the Filter section, choose Invoice from the Transaction type drop-down.
  3. Hit Run report to view the filtered results.

For more information, you can check this article: Customise reports in QuickBooks Online.

Additionally, learn how to export reports to Excel so you can use them outside of QuickBooks. For complete guidelines, refer to this material: Export your reports to Excel from QuickBooks.

If you have follow-up questions about managing your reports in the system, feel free to click the Reply button below. I'm always here to assist you.

H
hello234Author
May 12, 2025

Hi Louise, thanks for your reply 🙂

 

The filter doesn't give me the option of "transaction type".

 

From modern view, I can click filter, and then I get 3 boxes.  The top one is "select one" - when I click the down arrow, I see "Customer" "Payment method" and "Product/Service". 

 

This is different to the detailed report, where I have lots of filter options, which have allowed me to select "invoice" and "credit note". 

 

If I try classic view, and click "customise", again the filters only include the 3 mentioned above

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Jayson_E
May 12, 2025

I appreciate you getting back to us with an update, hello234. Let me provide additional clarification about taking out deposits from the Sales by Customer Summary report in QuickBooks Online (QBO).

 

You're correct that the Sales by Customer Summary report doesn't allow you to filter by transaction types such as invoices or deposits. It's because the report is designed to provide a quick overview of total sales for each customer, without including the details of each transaction.

 

Since it adds up all sales, it can’t separate or exclude deposits or payments. If you want to see and filter specific transaction types, I recommend utilizing the Sales by Customer Detail report as it shows each transaction and lets you filter by type.

 

This helps clarify how the summary report works and guides you in choosing the right report for your needs. 

 

You can also refer to this article for guidance on how to efficiently tailor reports to get the most relevant insights from your financial data in QBO: Customise reports in QuickBooks Online.

 

Moreover, I'll provide this article to help you save all the customizations made on your reports in QBO: Save a customised report in Quickbooks Online.

Furthermore, if you need professional assistance from a bookkeeping expert, consider contacting our QuickBooks Live Expert Assisted team. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs, like managing products and adding them to your sales and expense transactions.

 

The Community always has your back if you need additional assistance managing reports or any QuickBooks-related concerns, hello234. We're always here to help.

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