Significant report differences (totals) incomplete data.

BDW11 · ‎February 11, 2024

When viewing "Customer & leads" > Overview it shows overdue invoice total far below actual overdue value. Why?

In the attached example look at lot 113. Overview shows it at $335 overdue, but when I look at this same customer using "Customer & leads" > Customer for Lot 113 it is far greater.

It is like the Overview report is only picking up last year's overdue invoices when it should be picking up ALL overdue invoices.

BDW11 · ‎February 12, 2024

ShyMae,

Thanks so much. This now answers my question and gives me the REAL meaning of "as of today" in the Overview report and why this is happening. Mystery solved, thank you.

Suggestion to QB: you should consider changing the label found in the Overview "as of today" to something like "most recent" or "latest" to avoid confusion. "As of today" certainly implies ALL overdue invoices "as of today" otherwise how would one know that there is a qualifying filter on the data.

I really appreciate your insight on this.

Thanks,

Brent

View solution in original post

Ethel_A · ‎February 12, 2024

Thank you for getting back to us, @BDW11.

I'm glad to know that my colleague was able to answer your question about the Overview page in QuickBooks Online.

I also appreciate your suggestion to QuickBooks. We have the development team who are taking feedback from our valued customers and would consider adding important features to QuickBooks. That said, I recommend sending your feedback to them.

Here's how:

Sign in to your QuickBooks Online account.
Go to the Gear icon and select Feedback.
Type in your suggestion and click Next.

For future reference, if you want to print reports in QuickBooks Online, here are some resources you can read:

Feel free to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

View solution in original post

RhoiceW · ‎February 11, 2024

Thank you for reaching out to the Community, BDW11. I appreciate what you've done so far. I'd be glad to explain to you why the Overview and Customer & leads show differently.

Based on the screenshot you provided, the Overdue invoices section only displays invoices that are overdue as of today. However, the Customers section displays a summary of all overdue invoices, including past invoices, amounting to 1,340.00.

If you want to check the total invoices, you can run a report under Open invoices to ensure that they have overdue payments.

Here's how:

Go to Reports, then look for Open invoices.
Click Customize. You may filter the Due dates under the Filter section.
Click Run report.

I'll leave this article for you to have detailed steps on how to customize reports: Customize reports in QuickBooks Online

In addition, you can check out this article for you to learn how to run basis reports in QuickBooks: Run reports in QuickBooks Online

If you have further concerns about overdue payments or open invoices, feel free to leave a comment. I'll be here to help you anytime.

BDW11 · ‎February 12, 2024

RhoiceW, thanks for the quick response. Appreciate it.

I guess I don't understand the meaning of "as of today."?

The Overview report (as of today) shows only overdue from year 2023.

But there are customers that have overdues from 2020, 2019, 2018, etc. Which are also overdue "as of today" but are not being included in the report. So again, why are these not getting picked up in this report? Is there some different meaning to "as of today"?

Thanks for helping me work through/ understand what is happening here,

Brent

ShyMae · ‎February 12, 2024

Warm greetings, Brent. I'm here to provide you with some insights into the overview invoices.

When you have overdue invoices from 2018, 2019, and 2020, it won't show in the Overview Invoices section; the as of today indicates the latest overdue invoices dated and their total amount. See the attached screenshot for reference.

As previously mentioned by my colleague, the Customers section displays a summary of all overdue invoices, including past invoices linked to the specific customer.

For future reference, if you've received a payment from your customer, it's important to record it in QuickBooks. It will mark the invoices as paid and will make it easier for you to track your outstanding and paid invoices.

I'm still around whenever you need clarifications regarding the overview invoices feature and if you need help managing your invoices. I'm always here to support you. Best wishes!

BDW11 · ‎February 12, 2024

ShyMae,

Thanks so much. This now answers my question and gives me the REAL meaning of "as of today" in the Overview report and why this is happening. Mystery solved, thank you.

Suggestion to QB: you should consider changing the label found in the Overview "as of today" to something like "most recent" or "latest" to avoid confusion. "As of today" certainly implies ALL overdue invoices "as of today" otherwise how would one know that there is a qualifying filter on the data.

I really appreciate your insight on this.

Thanks,

Brent

Ethel_A · ‎February 12, 2024

Thank you for getting back to us, @BDW11.

I'm glad to know that my colleague was able to answer your question about the Overview page in QuickBooks Online.

I also appreciate your suggestion to QuickBooks. We have the development team who are taking feedback from our valued customers and would consider adding important features to QuickBooks. That said, I recommend sending your feedback to them.

Here's how:

Sign in to your QuickBooks Online account.
Go to the Gear icon and select Feedback.
Type in your suggestion and click Next.

For future reference, if you want to print reports in QuickBooks Online, here are some resources you can read:

Feel free to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

BDW11 · ‎February 13, 2024

Hi Ethel A,

Thanks, and yes I have now shared my feedback using the method you suggested.

Brent

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Significant report differences (totals) incomplete data.