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dstigliano
Level 1

Why does the report transaction list by customer not have a total?

 
7 Comments 7
KlentB
Moderator

Why does the report transaction list by customer not have a total?

I can share some troubleshooting steps that can fix this, dstigliano.

 

It could be that the stored temporary internet files in your system are the reason why you're not seeing the total amount on the Transaction List by Customer Report. We can start by opening a private window and use it to access QBO. You can press Ctrl + Shift + N for Google Chrome or Ctrl + Shift + P for Mozilla Firefox and Internet Explorer. Once done, let's try to access the report again. If you're able to see the total amount, we'll have to go back to your regular browser and clear the cache to eliminate the junk files.

 

If you still encounter the same issue, you can use other supported browsers. It could be that the one you're currently using right now has a temporary problem with QBO. 

 

I've included an article that will help you in personalizing your reports: Customize your reports in QuickBooks Online.

  
Let me know how it goes in the comment section, as I want to ensure that you can access your reports.  

dstigliano
Level 1

Why does the report transaction list by customer not have a total?

I have tried 3 browsers. None have a total on that report. Also tried clearing cache as suggested. Nothing works. Why would a transaction list not have a total? That's the whole point. How much did I bill in January, e.g.?

RCV
QuickBooks Team
QuickBooks Team

Why does the report transaction list by customer not have a total?

We appreciate you for performing the recommended solutions provided by my colleague, dstigliano.

 

If you're referring to the Total amount per customer in the Transaction List by Customer report, then there's no reported case about this one.

 

transactions list.PNG

 

Cases like this, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how to reach them:

 

  1. Click Help on the top menu.
  2. Hit Contact Us.
  3. Enter your concern in the What can we help you with? field.
  4. Tick Let's talk.
  5. Select Chat, Get a callback or Call us to connect with us.

In the meantime, you'll want to run the Customer Balance Detail report. This report shows all the transactions per customer including checks paid to their invoices. This will also show their payment date and their existing balance.

 

I have articles here about filtering and popular custom reports:

 

I'm just one post away if you need a hand with filing your year-end reports. I'm always here to help.

dstigliano
Level 1

Why does the report transaction list by customer not have a total?

I have been informed by one of your qb specialists that that report doesn't have a total. Never did. Bad advice to tell somebody it's probably their browser or computer. 

JonpriL
Moderator

Why does the report transaction list by customer not have a total?

We don't want you to experience this way, @dstigliano.

 

I'm here to share a few insights about your report and why it won't have the overall total of all the transactions of your customers.

 

The Transaction List by Customers report will show you the list of all the transactions for your customers created within the reporting period. This is the reason why it will not show you the overall total for all your customer's transactions. Instead, you can pull up any detail or summary report for your customers which will show the total of all your transactions.

 

While the list report doesn't show the total of your transactions, you can export it as an Excel file and manually add the totals from there. Here's an article the detailed steps with a visual guide: Export your reports to Excel from QuickBooks Online.

 

I've also included the following articles below to learn more about how you can customize and save your reports:

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

dstigliano
Level 1

Why does the report transaction list by customer not have a total?

The problem with the Detail and Summary reports is this. The Detail has way too much information on it and can't be customized. The Summary report has no invoice #'s. In Quickbooks desktop it was perfect. If you wanted to see what you billed in January, eg. the report showed the customer name, invoice #, invoice total and grand total at the bottom. There is no reason why the Transaction List by customer should not have a grand total. I would like that to be reported as feedback. If you can't do it, I will enter in comments.  

Sarah Bl
QuickBooks Team

Why does the report transaction list by customer not have a total?

Thank you for leaving your Feedback with us, @dstigliano.

 

I can submit Feedback to our Product Development Team. They're committed to developing easy to use tools in QuickBooks that'll help you today and grow with you tomorrow.

 

If you want to leave product suggestions, I can show you.

 

Here's how:

  • Select the Gear icon at the top, then Feedback
  • Enter your comments or product suggestions, then select Next
  • You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send a message.
  • From the drop-down, choose the appropriate category, then select Send a message

You can check out the QuickBooks Blog to find out about new updates or new features for the future.

 

If you have any more questions or concerns, please don't hesitate to reach back out. We're just a Reply away.

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