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coaliron
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

In order to pull the correct sales figures for each  month, I've been running the report Income By Customer Summary. The business sends invoices out, but often doesn't receive payment for weeks, or months, depending on the payment plan arranged with the customer. My issue is that the Income By Customer Summary isn't pulling a few payments received for a specified month. The invoice was created in a prior month, but the final payment is defintely entered/listed in the month specified in the report. So why isn't the report pulling those few payments? Is this a user error, or is there a better report to use? 

 

(Title has been edited by moderator for clarity)

Solved
Best answer January 09, 2018

Best Answers
vpcontroller
Level 11

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@Anonymous 

 

  • Sales by Customer Report = generated from sales forms (Invoice and Sales Receipt) only.
  • Income by Customer Report = sales forms + non-sales forms (income deposits without sales forms).

View solution in original post

15 Comments
Anonymous
Not applicable

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

Hey @coaliron,

 

Welcome to the QB Community! 

 

Have you tried running a Sales by Customer Detail Report? Let me know if this reports the information you need!

vpcontroller
Level 11

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

The report you really want base the correct Sales figure is Company's Profit and Loss report. From this report, you can click revenue amount and will take to detailed sales reports.

Anonymous
Not applicable

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@vpcontroller, great insight. Thank you.

 

Is there an easy way to differentiate Income by Customer and Sales by Customer Reports? This might help clarify things for @coaliron.

vpcontroller
Level 11

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@Anonymous 

 

  • Sales by Customer Report = generated from sales forms (Invoice and Sales Receipt) only.
  • Income by Customer Report = sales forms + non-sales forms (income deposits without sales forms).

View solution in original post

coaliron
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

I've tried this. But it's still not giving me what I need. For instance, We created an invoice for a customer in November. He paid half right away, with the remaining due the next month. So half of the payment hit in November, and the other half in December. But when I pull the Income By Customer, it shows the full amount in November, even though the second payment transaction was entered with the correct December date. And when I pull info for the month of December, the payment doesn't show up at all - just in the November report. I've run the Income By Customer, Sales By Customer, and Profit And Loss - same result every time. Suggestions? I need the payment to pull for the correct month so I can make sure the numbers for sales tax are accurate.

Anonymous
Not applicable

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@vpcontroller, these are great definitions, but when should we use one over the other? This might help @coaliron figure out why certain transactions may not be showing up. 

vpcontroller
Level 11

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@coaliron @Anonymous

 

"But when I pull the Income By Customer, it shows the full amount in November, even though the second payment transaction was entered with the correct December date. "

 

Are you running the report based on accrual or cash basis method?

Under the accrual accounting method, you will see the income on the invoice date, whereas you switch it to cash, you should see income based on the payment date. See screenshot.

 

"I need the payment to pull for the correct month so I can make sure the numbers for sales tax are accurate."

 

For sales tax payments, if you're charging sales tax on Invoices, you should always be using the Sales Tax Center from the left dashboard. You can also the run reports from here under related tasks. Also, make it's on cash accounting basis. See screenshot below.

 

Also, you should be able to reconcile the reports, if you're seeing the difference between Income and Sales reports. Just make sure both reports are on same accounting method (cash) and the same report period. Again, reconciliation will tell you where the difference is coming from, try it for one month or quarterly.

 

Hope this helps!

 

vpcontroller
Level 11

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

 
sobolevalena21
Level 2

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

Inside your Income by Customer Report, try switching the basis for the report look: Accrual vs. Cash. 

Anonymous
Not applicable

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

@sobolevalena21, thanks for adding to the conversation. It's such an eye-opener when you switch between cash and accrual views of reports.

@coaliron, did you have any "in-progress payments" when you ran your report?

9130348469086436
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

I can print Profit and loss detail and my balance sheet reports but my income by customer reports both come up blank. Do you think i have put something wrong. Help if you can. I need to see how much each customer has made for the company.

9130348469086436
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

I have tried this and it is blank to.

9130348469086436
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

No it doesn't work it is still blank.

9130348469086436
Level 1

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

Already tried this but it is still blank.

Rose-A
Moderator

The Income by Customer Summary Report isn't pulling a few payments received for a specified month

I appreciate you joining in this thread, 9130348469086436.

 

Let's get your Income by Customer Summary report printed. As an initial step, you might want to export the report into PDF.

 

 

If the data shows when exported into a PDF file, try to print the report from there.

 

 

However, if it's still blank, I'd suggest getting in touch with our QuickBooks Online Support to have this investigated. They have the tools required to perform any escalations in the system whenever necessary on your behalf.

 

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM on Saturdays. Here's how to contact us:


1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a  brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Get a call.

 

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

Please let me know if you have any other QuickBooks reports concerns or anything in QuickBooks. I'm always here to help and provide you additional assistance. Have a great rest of your day!

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