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Rachel Barnett

Understanding the QuickBooks Online Sales by Customer Summary Report

In this blog post, I’ll explain the Sales by Customer Summary Report in QuickBooks Online.
 
You’ll learn how to sort your data, identify top customers, and gain insights into your sales performance.
 
Most importantly you’ll learn the report’s limitations and which transaction types are not included.

The Sales by Customer Summary Report

To get to this report click Reports in the left-side menu.

Opening reports in QBO

The fastest way to get to the report is to use the search box and search “sales by.”

Searching for the Sales by Customer Summary Report in QBO

For this demo, I adjust the Report period to All Dates and click the Run report button.

Adjusting the report period for the Sales by Customer Summary Report in QBOThe report is now showing me a list of customers with a total dollar amount to the right.

Subcustomers & Jobs

When you first run the report it will list any subcustomers or jobs underneath their parent customer.

Subcustomers and jobs in the Sales by Customer Summary report in QBO

The parent customer has an arrow to its left which you can click on to collapse it down so it only shows the parent.

Collapsing a parent customer with subcustomers in the Sales by Customer report in QBO

Sorting the Report

At the top of the report is a Sort drop-down menu. You have the options for

  • Default
  • Total in ascending order
  • Total in descending order

Sorting the Sales by Customer Summary Report in QBO

I like to sort the report by Descending so I can see my top-paying customers at the top of the report.

Limitations of the Sales by Customer Summary Report

This report shows you a total of how much you’ve collected from your customers. It uses invoices, sales receipts, credit memos, and refunds.

It DOES NOT account for deposits. If you use a bank deposit to record sales for a customer it will NOT show up on this report.

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Below is a video if you prefer to watch a walkthrough.

If you have questions about the reports in QuickBooks Online click the green button below to schedule a free consultation.

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