Sales By Customer Summary vs Income by Customer Summary

Check to see if the problem customer has any journal entries, journal entries do not always show in reporting

Thank you for the suggestion @Rustler 

I just checked & there wasn't an additional entry. Just the 3 invoices & 3 payments.

Thanks for keeping us posted, Kibberia Accounting.

I can share some info about the reports and let me help you how to run them to show the same results. 

The Income by Customer Summary shows your income minus your expenses for each customer. While the Sales by Customer Summary report only show the total sales for rach customer. Let's ensure that the accounting method used in pulling up the reports is the same. Also, you can click on the amount total to drill down to what's causing the difference. 

Further, we can try performing a few browser troubleshooting steps to verify if the discrepancies between the reports are caused by stored cache files. Try logging into your QBO account using a private browser.To use a private browser, here's how:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

If this works, it means that you need to clear your browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different browser.

Feel free to check out this link for more details on what data we display on reports base on the transactions you create: Run reports in QuickBooks Online.

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

I'm just here to keep an eye on your response on how this works. Just mention me in your reply so I can get back to you as soon as possible. Take care!

@Catherine_B 

I've done all that you have listed but it didn't work. The difference is still there. The difference is also not an invoice amount. it's only $22.50.

Hello again, @Kibberia Accounting. I appreciate you for keeping us updated. 

Since the issue persists after following the troubleshooting steps, I suggest reaching out to our Customer Care Team. They have the tools to check the unforeseen conditions of your company file and perform a screen-share for further isolation.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

If there's anything else you need help with, feel free to visit us again. I'm here to lend a hand. Have a great day.