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October 6, 2020
Question

How to get the customer balance detail report wihout showing the journal entries that related to accounts receivable

  • October 6, 2020
  • 1 reply
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1 reply

October 6, 2020

Hi dlogathas,

 

QuickBooks offers a variety of reports which help you get a snapshot view of how your business is doing. I'd be glad to share more info about customizing the Customer Balance Detail report so you can see the info you'd like to view. 

 

Based on what you've described, I encourage you to check out this article which shows you how to: Customize reports in QuickBooks Online. The article gives you a breakdown of how you can customize your reports with ease. If you'd like to get a better visual reference, I recommend checking out this video tutorial which shows you how to customize reports. 

 

If you still have questions after checking out the resources above, feel free to reach back to me in the comments below. For more hands-on support, reach out to our support team using the info below:

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

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Enjoy the rest of your day and remember that I'm only one message away. :)