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Level 1

What's the difference between sales by customer summary vs income by customer summary? Wondering if there is a difference? If it matters which one I view?

 
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Intuit

What's the difference between sales by customer summary vs income by customer summary? Wondering if there is a difference? If it matters which one I view?

Hello,

 

Excellent question.

 

Sales by Customer Summary will ONLY look at sales transactions such as invoices and sales receipts. (Not deposits where you just record a deposit from a customer with no sale transaction)

 

Income by Customer Summary shows you income, expenses and Net income by customer.  Basically a mini Profit and Loss by customer.  It takes into account ANYTHING hitting the income accounts that are tied to the customer name. (invoices, sales receipts, deposits, etc.)

 

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