Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How can I add total sales or total amount invoiced to the customer list report in advanced reporting?

 
Solved
Best answer December 10, 2018

Best Answers
Level 2

How can I add total sales or total amount invoiced to the customer list report in advanced reporting?

Hi,

To find the total invoiced amount for each customer, you can add this expression to the Customer List report.

sum({<[Transactions.Txn Type]={'Invoice'}, [Transactions.Header Or Line]={'Header'}>}[Transactions.Amount With Sign]) 

View solution in original post

3 Comments
Level 2

How can I add total sales or total amount invoiced to the customer list report in advanced reporting?

Hi,

To find the total invoiced amount for each customer, you can add this expression to the Customer List report.

sum({<[Transactions.Txn Type]={'Invoice'}, [Transactions.Header Or Line]={'Header'}>}[Transactions.Amount With Sign]) 

View solution in original post

Level 2

How can I add total sales or total amount invoiced to the customer list report in advanced reporting?

Please mark this as helpful if you find it so.
Level 1

How can I add total sales or total amount invoiced to the customer list report in advanced reporting?

Awesome.  Thanks!!

Need to get in touch?

Contact us