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Community Contributor *

Income by Customer Report

We are a non profit organization so, we make deposits in QB and don't record sales, or have invoices, etc. We have just switched from Desktop to Online and I can't find something comparable to the Income by Customer Detail and Summary reports in the QB Online version.  This report is useful and helpful to our organization.  At the end of the year, I will need to run statements.  Can this be done by customer when we are only recording Deposits and not using invoices/recording sales? Thank you for any help you can provide. 

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Best answer 06-20-2019

Accepted Solutions
QuickBooks Team

Re: Income by Customer Report

I'd like to share a report that has the same information,  Kranmer.

 

In QuickBooks Online Non-Profit version, we have a report called Revenue by Customer Summary Report. This will give you the revenue for each customer minus the expenditures.

 

Here's how to run the report:

  1. On the left panel, click Reports.
  2. Scroll down until Sales and customers, then select Revenue by Customer Summary.
  3. Select the date from the Report period drop-down list.
  4. Choose Cash as the Accounting method.
  5. Click Run Report.

I've added a sample screenshot for your reference. 

 

If you want to get the deposit information, then you can run a separate report called Deposit Detail. The report list all deposit transactions with the date, customer, and amount.

 

Then, export the report to Excel and manually combine the information.

 

We are always here if there's anything else you need help with QuickBooks reports. Thanks.

5 Comments
Moderator

Re: Income by Customer Report

Hi there, @Kranmer.

 

You can run the Profit and Loss Detail report ( also called the income statement ) to see revenues and expenses of your company during a specific time period. 

 

Here's how: 

  1. On the left pane, select Reports
  2. In the Find report by name field, enter and select Profit and Loss Detail.
  3. In the upper right corner, select Customize
  4. Click the Filter drop-down and mark the Distribution Account checkbox. 
  5. From the Distribution Account drop-down, select All Income/Expenses Accounts
  6. Click Run report

Once done, you may want to do some basic tasks, change how the information looks, or change what information QuickBooks displays. After customizing it, click Save customization at the top to save the report settings.

 

That should do it. Keep me posted if you have any other question with QuickBooks Online. I'll be happy to help you out. 

Community Contributor *

Re: Income by Customer Report

Thank you for your reply but we need to see who gave what each month.  So in QB Desktop Income by Customer Summary, the report looked something like this:

Jane Doe        $500

Jack Smith      $100

Betty Brown $1,000

etc.  The Detail report would give a little more info like

4/1   Jane Doe.  $100

4/15 Jane Doe  $100

4/20 Jane Doe  $250

4/30 Jane Doe  $50

This helps us to be able to properly thank those who have donated/given to our organization and to see if a donation we are expecting came in, etc.  

I don't understand why this report would not be available. 

Again, thank you for your response

QuickBooks Team

Re: Income by Customer Report

Hello Kranmer,

 

Welcome to the Community. Allow me to assist you with the report you need in QuickBooks Online.

 

You can try running the Transaction List by Customer report to show all the deposits with totals per customer as well.

 

Here's how:

 

  1. On the left panel, click Reports.
  2. In the search bar, type in Transaction and select Transaction List by Customer.
  3. Choose a date range.
  4. Beside Group by, click the drop-down arrow.
  5. Click Customer.
  6. Click Customize.
  7. Go to Filter, and put a check mark on Transaction Type.
  8. Filter customers if needed.
  9. Select Deposit.
  10. Click Run report.

For your visual guide, check this out:

 

2.JPG

I'm also linking an article with additional information on this, such as customizing reports:

 

How to customize reports.

 

Please let me know if there's anything else I can do for you with regards to the report. The Community will always have your back.

Community Contributor *

Re: Income by Customer Report

Thank you all for trying to help.  Unfortunately, none of these solutions give me the information I need.

QuickBooks Team

Re: Income by Customer Report

I'd like to share a report that has the same information,  Kranmer.

 

In QuickBooks Online Non-Profit version, we have a report called Revenue by Customer Summary Report. This will give you the revenue for each customer minus the expenditures.

 

Here's how to run the report:

  1. On the left panel, click Reports.
  2. Scroll down until Sales and customers, then select Revenue by Customer Summary.
  3. Select the date from the Report period drop-down list.
  4. Choose Cash as the Accounting method.
  5. Click Run Report.

I've added a sample screenshot for your reference. 

 

If you want to get the deposit information, then you can run a separate report called Deposit Detail. The report list all deposit transactions with the date, customer, and amount.

 

Then, export the report to Excel and manually combine the information.

 

We are always here if there's anything else you need help with QuickBooks reports. Thanks.