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