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BDW11
February 11, 2024
Solved

Significant report differences (totals) incomplete data.

  • February 11, 2024
  • 1 reply
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When viewing "Customer & leads" > Overview it shows overdue invoice total far below actual overdue value.  Why? 

 

In the attached example look at lot 113.  Overview shows it at $335 overdue, but when I look at this same customer using "Customer & leads" > Customer   for Lot 113 it is far greater.   

 

It is like the Overview report is only picking up last year's overdue invoices when it should be picking up ALL overdue invoices.   

Best answer by BDW11

Warm greetings, Brent. I'm here to provide you with some insights into the overview invoices.

 

When you have overdue invoices from 2018, 2019, and 2020, it won't show in the Overview Invoices section; the as of today indicates the latest overdue invoices dated and their total amount. See the attached screenshot for reference.
 



 

As previously mentioned by my colleague, the Customers section displays a summary of all overdue invoices, including past invoices linked to the specific customer. 

 

For future reference, if you've received a payment from your customer, it's important to record it in QuickBooks. It will mark the invoices as paid and will make it easier for you to track your outstanding and paid invoices.

 

I'm still around whenever you need clarifications regarding the overview invoices feature and if you need help managing your invoices. I'm always here to support you. Best wishes!


ShyMae, 

Thanks so much.  This now answers my question and gives me the REAL meaning of "as of today" in the Overview report and why this is happening. Mystery solved, thank you.  

 

Suggestion to QB:  you should consider changing the label found in the Overview  "as of today" to something like "most recent" or "latest" to avoid confusion.  "As of today" certainly implies ALL overdue invoices "as of today" otherwise how would one know that there is a qualifying filter on the data.  

 

I really appreciate your insight on this.

Thanks, 

Brent  

   

1 reply

R
RhoiceW
February 11, 2024

Thank you for reaching out to the Community, BDW11. I appreciate what you've done so far. I'd be glad to explain to you why the Overview and Customer & leads show differently.

 

Based on the screenshot you provided, the Overdue invoices section only displays invoices that are overdue as of today. However, the Customers section displays a summary of all overdue invoices, including past invoices, amounting to 1,340.00.

 

If you want to check the total invoices, you can run a report under Open invoices to ensure that they have overdue payments.

 

Here's how: 

 

  1. Go to Reports, then look for Open invoices.
  2. Click Customize. You may filter the Due dates under the Filter section.
  3. Click Run report.

 

I'll leave this article for you to have detailed steps on how to customize reports: Customize reports in QuickBooks Online
 

In addition, you can check out this article for you to learn how to run basis reports in QuickBooks: Run reports in QuickBooks Online

 

If you have further concerns about overdue payments or open invoices, feel free to leave a comment. I'll be here to help you anytime.

B
BDW11Author
February 12, 2024

RhoiceW, thanks for the quick response. Appreciate it. 

 

I guess I don't understand the meaning of "as of today."?   

 

The Overview report (as of today) shows only overdue from year 2023.

But there are customers that have overdues from 2020, 2019, 2018, etc.  Which are also overdue "as of today" but are not being included in the report. So again, why are these not getting picked up in this report?    Is there some different meaning to "as of today"?    

 

Thanks for helping me work through/ understand what is happening here, 

Brent 

S
ShyMae
February 12, 2024

Warm greetings, Brent. I'm here to provide you with some insights into the overview invoices.

 

When you have overdue invoices from 2018, 2019, and 2020, it won't show in the Overview Invoices section; the as of today indicates the latest overdue invoices dated and their total amount. See the attached screenshot for reference.
 



 

As previously mentioned by my colleague, the Customers section displays a summary of all overdue invoices, including past invoices linked to the specific customer. 

 

For future reference, if you've received a payment from your customer, it's important to record it in QuickBooks. It will mark the invoices as paid and will make it easier for you to track your outstanding and paid invoices.

 

I'm still around whenever you need clarifications regarding the overview invoices feature and if you need help managing your invoices. I'm always here to support you. Best wishes!

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