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Level 1

Hi. My company switched to Quickbooks recently and I have to run an invoices and receipts report every day. There is no sum possible in that report and I need totals.

When I run Invoices and receipts report, there is no option to add a sum of all the payments made for a particular day. We do need a sum at the bottom for management purposes. How can I add the sum to the report?
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QuickBooks Team

Hi. My company switched to Quickbooks recently and I have to run an invoices and receipts report every day. There is no sum possible in that report and I need totals.

Hi there, dnabor. 

 

With the Transaction List by Date report, we'll be able to run our daily sales with their totals. We'll need a few customization of the report and we can get the data we need. We'll need to manually add the total invoices and sales receipts since it's summed up per transaction type. 

 

Let me show you how: 

  1. Go to the Reports menu. 
  2. Type in the Find report by name search field Transaction List by Date. Then, select it. 
  3. Click the Customize button at the upper-right. 
  4. Select the Report period to Today
  5. Click Filter and check the Transaction Type box. 
  6. From the drop-down, select Invoice and Sales Receipt
  7. If we need the invoice payment, we can include Payment
  8. Select Run report

We've mentioned that we run this kind of report everyday, we can save the customized report so we don't have to add the filters again. Just click the Save customization button and enter a new name you'll want to give to it. 

 

You can always mention me if you need anything else. Have a great day!

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