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Subject Author Date
Sales by Customer Summary Report problem news.sbcglobal.net 10-17-2006
Posted by news.sbcglobal.net on October 17, 2006, 12:02 pm
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Hi! Using QBPro 2006, I'm having a problem with the Sales by Customer
Summary Report. I've set it up as "Cash Basis", "Columns" = "Payment
Method", sort by = "Default" but all of my sales are coming up under the "No
payment method" column. I've checked the transactions (all sales receipts)
and they all have a payment methods (cash, check, visa, etc.). Any ideas
what might be wrong?

Thanks!



Posted by SG on October 19, 2006, 6:05 pm
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news.sbcglobal.net wrote:
> Hi! Using QBPro 2006, I'm having a problem with the Sales by Customer
> Summary Report. I've set it up as "Cash Basis", "Columns" = "Payment
> Method", sort by = "Default" but all of my sales are coming up under the "No
> payment method" column. I've checked the transactions (all sales receipts)
> and they all have a payment methods (cash, check, visa, etc.). Any ideas
> what might be wrong?

Are you sure you're looking at the sales by customer summary report,
not the detail report? What do you expect to see?

-----
SG
http://sba2006.blogspot.com


Posted by news.sbcglobal.net on October 19, 2006, 11:04 pm
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I've tried both reports. What I'm looking for is a report that will show
the total sales for a given date paid by check, Visa, Mastercard, cash, no
payment method specified, etc.

>
> news.sbcglobal.net wrote:
>> Hi! Using QBPro 2006, I'm having a problem with the Sales by Customer
>> Summary Report. I've set it up as "Cash Basis", "Columns" = "Payment
>> Method", sort by = "Default" but all of my sales are coming up under the
>> "No
>> payment method" column. I've checked the transactions (all sales
>> receipts)
>> and they all have a payment methods (cash, check, visa, etc.). Any ideas
>> what might be wrong?
>
> Are you sure you're looking at the sales by customer summary report,
> not the detail report? What do you expect to see?
>
> -----
> SG
> http://sba2006.blogspot.com
>



Posted by Laura on October 20, 2006, 7:03 am
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I get the same result as you. Apparently that field does not carry through
to the sales reports. Try starting with the "transaction list by Customer"
report. When I add the Pay Meth field it is populated for payments only.
Modify the report to only display the Payments and those columns you wish.
Unfortunatly, it will only show those sales that have been paid so this may
not be what you are looking for.

> I've tried both reports. What I'm looking for is a report that will show
> the total sales for a given date paid by check, Visa, Mastercard, cash, no
> payment method specified, etc.
>
>>
>> news.sbcglobal.net wrote:
>>> Hi! Using QBPro 2006, I'm having a problem with the Sales by Customer
>>> Summary Report. I've set it up as "Cash Basis", "Columns" = "Payment
>>> Method", sort by = "Default" but all of my sales are coming up under the
>>> "No
>>> payment method" column. I've checked the transactions (all sales
>>> receipts)
>>> and they all have a payment methods (cash, check, visa, etc.). Any
>>> ideas
>>> what might be wrong?
>>
>> Are you sure you're looking at the sales by customer summary report,
>> not the detail report? What do you expect to see?
>>
>> -----
>> SG
>> http://sba2006.blogspot.com
>>
>
>


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