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I created a report for "Sales by Customer Summary - Summary", and for some reason one customer isn't included in the report. I've check all parameters. The customer is marked "Active."
The customer shows up in the "Detail" view, but not the "Summary" view.
Please help.
QuickBooks 2016 for Mac
Version V17.2.30 R31
macOS High Sierra ver. 10.13.6
Mac Pro (Mid 2010)
32 GB RAM
Solved! Go to Solution.
Glad you've found your way to the Community, armcomdes.
I'm here to lend a hand in getting those missing transactions appear on your Sales by Customer Summary report.
Let's make sure you use the correct accounting method and dates when running the Sales by Customer Summary report.
If it's not the case, we can detect if there are any issues in your QuickBooks company file. Let's try running the Verify and Rebuild tool in QuickBooks Desktop. Before we begin, you'll have to secure a backup of your company file.
Here are the steps on how to verify and rebuild your QuickBooks:
To Verify:
To Rebuild:
Let me know how things go once you've tried the steps above. I'll be right here if you need more help with running reports in QuickBooks.
Glad you've found your way to the Community, armcomdes.
I'm here to lend a hand in getting those missing transactions appear on your Sales by Customer Summary report.
Let's make sure you use the correct accounting method and dates when running the Sales by Customer Summary report.
If it's not the case, we can detect if there are any issues in your QuickBooks company file. Let's try running the Verify and Rebuild tool in QuickBooks Desktop. Before we begin, you'll have to secure a backup of your company file.
Here are the steps on how to verify and rebuild your QuickBooks:
To Verify:
To Rebuild:
Let me know how things go once you've tried the steps above. I'll be right here if you need more help with running reports in QuickBooks.
"Verify" alerted me to rebuild. First attempt to "rebuild" failed. Second attempt worked. All is working and the missing client shows up on all reports.
Thank you.
"Verify" told me to rebuild. First "Rebuild" didn't work. Second rebuild worked. The missing customer shows up expectedly now.
"Verify" told me to rebuild. First "Rebuild" didn't work. Second rebuild worked. The missing customer shows up as expected now.
Hi there, @armcomdes.
Thank you for taking the time to provide us with an update on the steps that you've tried. It's good to hear that the steps given by my peer @Charies_M helped you in getting your Sales by Customer Summary reports up and running.
Please know that the Community has your back if you need assistance with your QuickBooks. Wishing you and your business continued success.
Im currently having the same issue. Ive rebuilt twice but client is still not on my sales by customer summary report. Ive confirmed that clients info and receipts are correct. This worries me in that there can be more than one person not included on my report. Any idea what else I can try.
Thanks for chiming in this thread, Ladydi_di.
If you see the client on other reports, we can try to customize the Sales by Customer Summary to ensure the client is included.
Here's how:
Please see this sample screenshot for a visual reference:
I'm also adding this article for more customization: Customize reports in QuickBooks Desktop. To view other guides and tutorials, feel free to visit our general help topics page.
Otherwise, contact our Customer Care Team since you've already done the Verify and Rebuild Data. They can pull up your account and investigate what's causing the client not to show up on a specific report.
Here are the steps:
You can always get back here if you have any additional questions or other concerns with QuickBooks Desktop. I'll be around to help. Take care and stay safe.
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