Can I run a revenue report for my customers to show the revenue per customer without creating an invoice in QB?

Hi @ncampbell , i think yes. You could run for income account then filter in excel by customer. Comment back, cheers.

Can I just do it all in QB?

Yes, you can run the report in QuickBooks Online, ncampbell.

Since you're not creating sales transactions and directly depositing money for customers as income, you can run the Income by Customer Summary report. This report will show deposits or revenue by customers.

To begin, let's make sure the affecting accounts of the deposits are Accounts Receivable. This way, the transaction will appear under your customers’ profile.

Here's how:

1. From the Accounting menu, select Chart of Accounts.
2. Choose the bank name where the deposit is located and click View register.
3. Select the deposit and then click Edit.
4. On the Bank Deposit screen, scroll down to Add funds to this deposit.
5. Change the Account to Accounts Receivable (A/R).
6. Click Save and close.

Once done, we can now run the report to view the revenue of your customers. I'll guide you how:

1. Go to the Reports menu.
2. Type in Income by Customer Summary in the search bar and then click to open.
3. Click Customize if you'd like to filter the details you'd like to see.
4. Once done, click Run report.

You may want to consider memorizing the reports in QuickBooks Online. Doing so helps you save the current customize settings for easy access in the future.

That should do it! Should you need anything else, don't hesitate to click the Reply button. We're always here to help.

Thank you. I was able to walk through the steps you outlined, but when I run the report, nothing showed up.

I tried typing in what you suggested in the search under Reports, but nothing appeared. I clicked on customer summary and nothing appeared.

I tried to do this procedure with my second company, which is on the same QB plan and is newer so had some new customers to add (not reconciled like my other business) and A/R did not show up as an option. Why is that?

Hey there, ncampbell. 

Thank you for stopping by the Community, at this time, I believe your best course of action would be to reach out to our support team as they have the ability to dive into your account with you in a screen share setting. They will be able to see exactly what's going on and how to get you the reports you need. To reach them, follow these steps. 

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Select Contact Us to connect with a live support agent.

To ensure we address your concern on time, check out our support hours.

If you have any other questions or concerns, feel free to post here anytime. Thank you and have a nice afternoon.