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.
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:
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.
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.