Totals Instead of Line Items - Reports

Thanks for posting here, @HBurns.

I'll be right here to help you out with the report customizations in QuickBooks Desktop.

To update the detail of the reports and show the total of the transactions, use the Detail Level filter. Here's is how you can use it:

1. From the Reports menu select the report type you want.
2. Click the Customize Report button at the top of the report and update the Report Date Range.
3. On the same page, look for Detail Level and pick Summary only.
   
4. Hit OK when you're done applying filters.
5. To save the custom filters, use the Memorize button at the top. Access saved reports in the Memorized Report List.

I'll be adding some articles to help you maximize the use of our reports in QuickBooks. See them below:

Customize reports in QuickBooks Desktop - Intuit

Understand reports - QuickBooks - Intuit

If you have any questions about QBDT reports feel free to reach out back again, and I'll be right here to help. Have a nice day!

I appreciate your assistance. When I choose to change the detail level to Summary Only, the report generates nothing. No transactions, no amounts, not totals. It's just blank. Any suggestions?

I’m here to help so you can generate a report that contains your total bills, @HBurns.

Data issues might be the reason the report generates nothing. You can follow the troubleshooting steps below to get this resolved.

First, make sure your QuickBooks Desktop (QBDT) is up to date. It help prevents issues in your company file, especially in reporting.

Here’s how:

1. Select the Help menu and choose Update QuickBooks Desktop.
2. Go to the Options tab.
3. Select Mark All and then select Save.
4. Click Update Now and select the Reset Update checkbox.
5. Select Get Updates.
6. Once done, close and reopen QBDT.
7. Press Yes to install the updates.

Check out this article for more information: Update QuickBooks Desktop to the latest release.

If the same things happen, you can use the Verify and Rebuild Data tool. This feature finds the most common data issues in a company file and fixes them right away.

This guide contains information about our report features: Customize reports in QuickBooks Desktop. It has instructions to memorize, set up scheduled reports, and many more.

If you need further assistance with reports in QuickBooks, please don’t hesitate to leave a message below. We’re here to help. Always take care!

@HBurns 

RE: When I choose to change the detail level to Summary Only, the report generates nothing.

Yes, this is because you've filtered out all the data. The customer names are only on the detail rows, and so if you filter them all out, you will get no data. Which @Jen_D  should know, as this is how reports work.

This is not a sign of data damage nor will it be fixed by an update, because there is nothing to fix. Which @MadelynC  should know because this is how all versions and releases of QuickBooks work.

Same problem here, nothing wrong with the data. We just want to see a list of invoice amounts, NOT line items. That is confusing to the clients.

Thanks for joining the conversation, bkjproductions.

I know how important for you to view the list of invoices and their associated amount. I can share a way to do this.

In QuickBooks Desktop, reports can be viewed in a variety of ways. You can also customize them to display only the information you require. Going to the Customer Center is the simplest way to see all invoice lists. I'll show you how to do it.

1. Go to the Customer menu.
2. Select Customer Center.
3. Click the Transactions tab.
4. Choose Invoices.
5. You can set the Filter By to All Invoices and ensure to select the correct reporting period.
6. If you want to view it as a report, hit the Run reports dropdown, then select View as a Report.

Also, check out this article for more information on how to personalize and display only specified information: Customize reports in QuickBooks Desktop.

If you want to use the report outside of QuickBooks, you can find instructions and information on this resource: Export reports as Excel workbooks in QuickBooks Desktop.

If you need further assistance with the reports, simply leave a comment below. I'll get back to you with more details.