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Is there a report or a report I can create that will give me total amount being invoiced for each customer/sub customer? I have tried to figure it out but its only giving me open/remaining balance. Many thanks in advance!
Hi there, Justine.
Yes, there is a report that can run the total invoiced amount for your customers and sub-customers in QuickBooks Online, and I'm here to assist you.
You'll need to run a Transaction List by Customer and customize it.
Here's how:
By running this report, you can see the total amount for each customer with its sub-customers.
Moreover, you can also consider saving this report so you can access it easily in the future.
Please don't hesitate to leave a reply if you have further concerns besides creating a transaction report by customers in QuickBooks Online. I'd gladly assist you anytime.
Will this include all invoices/invoice amounts using the revenue recognition tool?
Hi there, Justine. Yes, you can also run a report for the Revenue recognition tool. I can show you the steps on how to pull it up.
If you already have set up your revenue recognition and turned it on, you can track it by running a report.
Here's how:
Furthermore, refer to this article for you to learn how to customize your reports in QBO: Customize reports in QuickBooks Online.
Reply to this thread if you still have concerns about running a report in QBO. I'm always here to help.
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