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rmattos
June 21, 2023
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Pulling a Report from Sales on Customers Running Total

  • June 21, 2023
  • 1 reply
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Hello, 

 

im looking to pull a report for each customer in QuickBooks with their running total. I can only seem to find an option to pull the total balance, but I need that second total at the very bottom of the customers account, the 7th column total. 

 

 

 

Best answer by JaeAnnC

Thanks for reaching out to the Community, @rmattos. I'm here to guide you in pulling up a report that shows the total sales by customer in QuickBooks Online (QBO).

 

In QBO, you can generate the Transaction List by Customer report to display all activity and sales associated with each customer. To do that:

 

  1. Go to Reports and search for Transaction List by Customer.
  2. Set the Report period and click Run report.
  3. If you want to hide the breakdown and show only the total amount, click the small arrow beside the customer's name.

     

For additional reference, I'm adding some articles on how you can filter out the data from your reports and save its customization settings for future use:

 

 

Let me know in the comments below whenever you have clarification about running a report in QBO. The Community is here to help whenever you need it. Stay safe and have a wonderful day!

1 reply

JaeAnnC
JaeAnnCAnswer
June 21, 2023

Thanks for reaching out to the Community, @rmattos. I'm here to guide you in pulling up a report that shows the total sales by customer in QuickBooks Online (QBO).

 

In QBO, you can generate the Transaction List by Customer report to display all activity and sales associated with each customer. To do that:

 

  1. Go to Reports and search for Transaction List by Customer.
  2. Set the Report period and click Run report.
  3. If you want to hide the breakdown and show only the total amount, click the small arrow beside the customer's name.

     

For additional reference, I'm adding some articles on how you can filter out the data from your reports and save its customization settings for future use:

 

 

Let me know in the comments below whenever you have clarification about running a report in QBO. The Community is here to help whenever you need it. Stay safe and have a wonderful day!

    R
    rmattosAuthor
    June 22, 2023

    Thank you so much @JaeAnnC  for your assistance. but what i actually need is the total of all of the transactions done for the customer. When you open the customer's account on Sales, it shows 2 totals at the bottom, I need that second total as well, under the 7th column, if that makes sense

     

     

     

    . 

    JessT
    JessT
    June 22, 2023

    Hi rmattos!

     

    I'm glad that my colleague, JaeAnnC, was able to assist you with your concern about your report.

     

    If you need anything else, come visit us again here in the Community so we can help you again. Take care and enjoy your day!

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