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michaelsplghtg
Level 1

How do I get a report to print a total at the end of the report?

How do I get a report to print a total at the end of the report? I ran a report on invoices paid by customers by creating a customized report based on the transaction list by customer. However, the report lists the invoices paid but does not show the total or print the total of the column at the bottom of the page. How do I get the report to do this or any report to print the total for that matter? Thanks.

1 Comment 1
MaryLandT
Moderator

How do I get a report to print a total at the end of the report?

Hi there, michaelsplghtg,

 

You can pull up the Custom Transaction Detail Report statement. It has a total at the bottom of the page. Then, customize it on invoices paid by customer.

 

I'm glad to show you how:

 

  1. Go to the Reports menu.
  2. Select Custom Reports, then Transaction Detail.
  3. Click Customize Report.
  4. Proceed to the Filters tab.
  5. Select Transaction Type and filter it by Invoice.
    filtertransactiontype.PNG
  6. Select Paid Status and filter it by Closed.
    paidstatusbyclosed.PNG
  7. Select Detail Level, then filter it by Summary only.
    detaillevelbysummaryonly.PNG
  8. Click OK.
  9. Make sure to include the Amount column and remove unnecessary columns.
    customtransactiondetailreport.PNG

You can also refer to this article: Customize reports in QuickBooks Desktop to help you generate statements based on your needs.

 

Should you need anything else, please let me know. I'm always around to help.

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