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Level 1

Is there a report that will give you a summary of the total amount paid by a customer? We have a daycare business and need to give customers the amount paid for year.

We were told Quickbooks would allow us to do this.
3 Comments
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Content Leader

Is there a report that will give you a summary of the total amount paid by a customer? We have a daycare business and need to give customers the amount paid for year.

Hi there, BJZS.

 

Thanks for contacting the Community for support. I'd be glad to provide some information on your question about reports for total amounts paid by customers.

 

One option you may want to try out is the Income by Customer Summary Report. You can access this report by:

 

1. Clicking the Reports tab in the left navigation bar.

2. Type Income by Customer Summary in the search bar.

3. Enter the dates you'd like to pull data for.

4. Click Run report.

 

You can also customize this income report for individual customers by:

 

1. Selecting the Customize button in the top right corner of the report page.

2. Click the Filter drop-down.

3. Put a check in the box for Customer and the choose the desired customer from the list.

4. Click Run report.

 

This article offers more information on customizing customer reports: https://quickbooks.intuit.com/community/Reports-and-accounting/Customize-customer-job-and-sales-repo....

 

With this information, you'll be able to generate reports that show amounts your customers have paid. Keep up the great work and please let me know if you have any other questions.

 

Highlighted
Level 1

Is there a report that will give you a summary of the total amount paid by a customer? We have a daycare business and need to give customers the amount paid for year.

Is there a way to sort this report by earnings instead of alphabetically by customers? Or an alternative report to keep track of top earners?

Highlighted
QuickBooks Team

Is there a report that will give you a summary of the total amount paid by a customer? We have a daycare business and need to give customers the amount paid for year.

Yes, there's definitely a way to sort this report, Alert Six.

 

From the Income by Customer Summary report, click the drop-down arrow beside the Sort option. The sort options are as follows:

  • Default
  • Total in ascending order
  • Total in descending order

Aside from his report, you can also run the Sales by Customer Summary report and filter it to show the total.

 

Here's how:

  1. Click Reports on the left panel.
  2. Type Sales by Customer Summary in the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section.
  5. On the Columns drop-down, select Total Only.
  6. Click Run Report.

I've added a screenshot too.

 

I'm right here if you have any other questions.

 

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