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R
RobinSAI
November 17, 2023
Question

Custom Report Assistance

  • November 17, 2023
  • 1 reply
  • 0 views

We need to build custom reports that can show the following:

1. A Customer's Invoices and Payments for all of their sub-customers (1-600+ sub-customers are possible) including: 

  • invoice num
  • date of invoice
  • products
  • descriptions
  • memo
  • product amount
  • payments made by sub-customer
  • payment amount
  • payment date (optional)
  • balance of invoice per sub-customer
  • total balance for all sub-customers combined

This report needs to be grouped by sub-customers with a total balance for each sub-customer, and a total balance for all of the sub-customers.

 

Can anyone tell me how to do this? 

 

Thank you for the support! 

1 reply

T
Trish_T
November 17, 2023

Hi RobinSAI,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online provides multiple reports that can be customized and saved, so you can see what matters most.  I'd be glad to help!

 

Follow these steps to review the report with the required elements;

 

1. Open Reports from the left menu

2. In the Search field, type and enter Transaction list by customer

3. Select Customize

4. Enter the desired Report period

5. Under Rows/columns, use the ▼ dropdown menu to filter by Customer

6. Select Filter and choose your desired fields

7. Hit Run report

8. For additional options click on the small ⚙, in the top right of the report

9. Click on View more

9. Checkmark your selections

10. Review the report and hit Save customization

You're all set!

 

If you have any other questions, please don't hesitate to reach back out.  We are always glad to assist!

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