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Stevenno
Level 1

Income by Customer Summary not in list of reports

I used the Income by customer Summary report just a few months ago.  It is not being populated in the reports list anymore.  Was it removed from the available reports?  I even had my a few co-workers check and they couldn't find it either.

 

Please help!  I am using the P/L by customer now, and it's way too big and clunky to find anything.

2 Comments 2
Mich_S
QuickBooks Team

Income by Customer Summary not in list of reports

I can think of two ways how you can run the Income by Customer Summary report in QuickBooks Online, @Stevenno. Let me share it with you.

 

If your Account and Settings show Nonprofit organization under Company type, I suggest searching the keyword Revenue by Customer Summary report instead.

 

Otherwise, make sure to look for the report from the long rectangle search bar from the Reports menu. I've tried doing it on my end and it showed the report. Here's how:

 

  1. Open the Reports menu. 
  2. In the Find by name report field, search for Income by Customer Summary.
  3. Click to open the report.

 

If the issue persists, try logging in to your QBO account through an incognito browser to check if you're experiencing a browser-related problem. Here are the shortcut keys to open it:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

 

If this works, then you'll have to clear the regular browser cache. This prevents unusual browser behavior. If not, I suggest using another supported browser.

 

Once everything is good, feel free to browse this module about personalizing reports in QBO: Customize reports in QuickBooks Online.


Please let us know if you have other concerns with reports or QuickBooks in general. The Community is available any time to back you up. Take care always!

Stevenno
Level 1

Income by Customer Summary not in list of reports

Hi Mich_S!

 

Thanks for the suggestions, but none of them worked. 

 

I tried using Chrome, Firefox, and Edge.  I checked for updates on all of them. No change.  I then tried "Incognito mode" and still no results for all 3 browers.  I tried searching for reports using the keyword "Income" and did not see the reports.  I also tried "By Customer," "Revenue," "Revenue by Customer Summary," and "Income by Customer Summary."  These results were the same.

 

Like I said before, I have used this report in the past, and it just disappeared from my account. 

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