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armcomdes
Nov 29, 2018 6:35 PM UTC
Solved

Sales by Customer Summary - Summary ... Missing Customer

I created a report for "Sales by Customer Summary - Summary", and for some reason one customer isn't included in the report. I've check all parameters. The customer is marked "Active."

The customer shows up in the "Detail" view, but not the "Summary" view.

Please help.

 

QuickBooks 2016 for Mac

Version V17.2.30 R31
macOS High Sierra ver. 10.13.6
Mac Pro (Mid 2010)
32 GB RAM

Charies_MAnswer
Nov 30, 2018 1:03 AM UTC

Glad you've found your way to the Community, armcomdes.

 

I'm here to lend a hand in getting those missing transactions appear on your Sales by Customer Summary report.

 

Let's make sure you use the correct accounting method and dates when running the Sales by Customer Summary report.

 

If it's not the case, we can detect if there are any issues in your QuickBooks company file. Let's try running the Verify and Rebuild tool in QuickBooks Desktop. Before we begin, you'll have to secure a backup of your company file.

 

Here are the steps on how to verify and rebuild your QuickBooks:

 

To Verify:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Verify.

To Rebuild:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Rebuild.

Let me know how things go once you've tried the steps above. I'll be right here if you need more help with running reports in QuickBooks.

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7 replies

Charies_MAnswer
Nov 30, 2018 1:03 AM UTC

Glad you've found your way to the Community, armcomdes.

 

I'm here to lend a hand in getting those missing transactions appear on your Sales by Customer Summary report.

 

Let's make sure you use the correct accounting method and dates when running the Sales by Customer Summary report.

 

If it's not the case, we can detect if there are any issues in your QuickBooks company file. Let's try running the Verify and Rebuild tool in QuickBooks Desktop. Before we begin, you'll have to secure a backup of your company file.

 

Here are the steps on how to verify and rebuild your QuickBooks:

 

To Verify:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Verify.

To Rebuild:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Rebuild.

Let me know how things go once you've tried the steps above. I'll be right here if you need more help with running reports in QuickBooks.

    armcomdesAuthor
    Nov 30, 2018 5:53 PM UTC

    "Verify" alerted me to rebuild. First attempt to "rebuild" failed. Second attempt worked. All is working and the missing client shows up on all reports.

     

    Thank you.

      BettyJaneB
      BettyJaneB
      Nov 30, 2018 8:21 PM UTC

      Hi there, @armcomdes.

       

      Thank you for taking the time to provide us with an update on the steps that you've tried. It's good to hear that the steps given by my peer @Charies_M helped you in getting your Sales by Customer Summary reports up and running.

       

      Please know that the Community has your back if you need assistance with your QuickBooks. Wishing you and your business continued success.  

       

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