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February 27, 2023
Question

How do I run a collections report for one customer in QuickBooks?

  • February 27, 2023
  • 1 reply
  • 0 views

Hi,

 

When I run collection reports all of my customers show up. How do I create a collections report for just one customer? I have Quickbooks desktop pro plus 2023.

 

Thank you!

1 reply

February 27, 2023

Hey there amandawp,

 

Thanks for turning to the Community for support! Being able to run reports with the information you need is important. I would be happy to point you in the right direction.

 

Follow the steps below to run a collections report for a single customer:

 

1-Head to Reports > Report Center

2-Search for and Open the Collections report

3-Select Customize Report

4-Enter the Dates

5-Choose your columns

6-Open the Filter tab

7-in the Filter section , click on Name

8-To the right of the Filter section is a Name section. Use the dropdown menu to select the Customer name and hit OK

 

I hope this helps! If you require further assistance, I recommend reaching out to the support team outside of the Community so we can work directly with you. You can reach us by following the method in this link

amandawpAuthor
March 1, 2023

It helped! Thank you! 

March 1, 2023

hi there amandawp,

 

We're happy to be of assistance. If you have any other questions, feel free to reach out here.