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iinevetsnam
March 2, 2024
Question

Report(s) to run to verify we have invoiced our customers for all that was billed.

  • March 2, 2024
  • 1 reply
  • 0 views

Hello, we send invoices after our products have been shipped. We used to be on QuickBooks desktop and would run an income by customer detail to tie out our bills/expenses to invoices. We would be able to see all the bills/expenses for each customer as well as see all invoices to our customer. invoices would have an PO # and we would match the items in the PO to the bills. 

 

In Quickbooks online, this Income by customer detail report is not available. I have not found a supplemental report to help us verify our invoicing. 

1 reply

S
Sherrie_F
March 2, 2024

I'd be glad to help you pull up the report that you want, iinevetsnam.

 

In QuickBooks Online (QBO), the only report that reflects your customer's income and expenses is Income by Customer Summary.

 

Through this report, you can see the amount of income and expense transactions of your customers. Let's ensure to look for the report from the long rectangle search bar from the Reports menu.

 

Here's how:

 

  1. On the left panel, look for the Reports menu. 
  2. In the Find report by name field, search the Income by Customer Summary.
  3. Once done, click to open the report.

 

If the issue persists, I'd encourage you to try logging in to your QBO account through an incognito browser to check if you're experiencing a browser-related problem.

 

To open it, you can use these shortcut keys:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

If it works in incognito, you have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative.

Once everything's settled, you can browse through this resource on how to personalize reports in QBO: Customize reports in QuickBooks Online.

 

If you still have any other concerns with reports or anything else about QuickBooks, feel free to let me know. I'd be glad to help you at any time, please know that I'm just one post away.

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