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Established Member

Missing Transactions on Sales Reporting

Hello,

I run a Transaction Detail Report for a certain period.  When I run 'Sales by Customer Summary' for certain location (Customer Type), some Customers with the same items that are being invoiced to other customers, appear on the invoice and on the Transaction Detail Report, but don't appear on the Sales By Customer Summary, by location.  All Customers have the same Customer Type.

Any advise as it affects my total sales reporting.

Thank you.

Arella

1 Comment
QuickBooks Team

Re: Missing Transactions on Sales Reporting

Let me help sort this out, @Malachit.

 

I'm here to make sure you're able to generate the Transaction Detail Report and the Sales by Customer Summary with accurate information.

 

When comparing two reports in QuickBooks Desktop, ensure the filters and customization meet the same conditions.

 

If you're still missing some of your transactions, let's perform the following troubleshooting steps to fix any possible data damage:

  1. Create a backup of your company file.
  2. Download the latest version of the QuickBooks software.
  3. Run the built-in QuickBooks File Doctor
    1. Click the File menu.
    2. Choose Utilities.
    3. Select Repair File and Network Problems.
    4. Click Browse.
    5. Locate and open your company file.
    6. Go to Show advanced settings.
    7. Click Next.
    8. Sign-in to your company file using your Admin login credentials.
    9. Hit Next.
  4. Use the external QuickBooks File Doctor to fix your data
    1. Download the QuickBooks File Doctor.
    2. Double-click qbfd.exe.
    3. Install the file doctor.
    4. Choose either of the two:
      • Both file damage and network connectivity
      • Network connectivity only
    5. Enter your QuickBooks Admin password.
    6. Click Next.
    7. Follow the on-screen instructions to complete the process.

For more insights, you may check out these articles:

If the issue persists, I'd recommend contacting our Customer Care Team. A specialist will be able to access your account and further assist you via a secured remote access session.

Here’s how:

  1. Go to Help.
  2. Choose QuickBooks Desktop Help.
  3. Click on the Contact us link.
  4. Choose Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Submit.
  7. Click on the Start a Message button.

Keep in touch with me here in the Community if you have other questions generating and customizing reports in QuickBooks Desktop. I’m always here to answer your inquiries.