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None2025
May 28, 2025
Solved

Open an AR window for a single client - see attached

  • May 28, 2025
  • 2 replies
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I've just upgraded to QB2024.

 

I've always found useful a window like that attached, but able to select a single client, rather than all of AR.

 

Any suggestions?

    Best answer by BigRedConsulting

    @None2025 

    To open an Accounts Receivable register filtered for a customer, right click a customer in the Customer Center and pick Use Register.

    2 replies

    FishingForAnswers
    FishingForAnswers
    May 28, 2025

    @None2025  In which way do you intend to use such a window?

     

    Assuming it is for data reviewing and editing, you are able to click on the A/R row of the Chart of Accounts window, further click on the Reports button at the bottom of the Chart of Accounts window, and generate a QuickReport for A/R.

     

    You would then be able to click the Customize Report button in the top left of the QuickReport and filter the report to a single client.

     

    Do you have a different need than that, or the direct entry that the normal A/R window you posted permits?

    N
    None2025Author
    May 28, 2025

    Thank you very much.

     

    The AR window (as opposed to a report) for a single client is a summary of invoices and payments that is always open, and one can quickly scroll to this client or that client to see a history of invoices and payments and current balance.  That is a frequent task that needs less effort than the reports you have described.  Both are approaches with which I am quite familiar.

     

    Thanks again.

      N
      None2025Author
      May 28, 2025

      By the way, the "Customer Center" window covers the same topic and more, much, much, much, much more, but I am quite comfortable with the technique described in the initial query.

        BigRedConsulting
        BigRedConsultingAnswer
        May 28, 2025

        @None2025 

        To open an Accounts Receivable register filtered for a customer, right click a customer in the Customer Center and pick Use Register.

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