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Open an AR window for a single client - see attached

Forum|Forum|1 year ago
May 28, 2025
4 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?

QuickBooks Desktop

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.

FishingForAnswers

@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

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

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.

BigRedConsultingAnswer

@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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