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vortexcanwest
September 18, 2020
Question

I have a vendor requesting a customer credit report - average days to pay, balance, high credit etc. QB desktop offered this snapshot, but I don't see it in QBO. Help?

  • September 18, 2020
  • 1 reply
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    1 reply

    PatriciaT
    PatriciaT
    September 18, 2020

    Hi vortexcanwest,

     

    Thanks for joining us! QuickBooks Online has tons of greats reports to help you get important information for your business. Knowing which report corresponds to the details that you need is essential. I'll be happy to assist you with this.

     

    Depending on which QuickBooks Online plan you have, you may be having more or fewer reports available. To learn more about which reports are included in your subscription, check out this article: Reports included in your QuickBooks Online subscription

     

    When hovering your mouse over a report in the report list in QuickBooks Online, you can learn more about the report after selecting the question mark sign (?) beside it. The Customer Balance Detail report, for example, provides great information on your customer's balance, open balance, due dates, and more. Feel free to also explore other available reports that you'd like. In case you need assistance with running a report, here's an article: Run reports in QuickBooks Online

     

    I hope this helps! Have a great weekend.

     

     

    B
    Bobina
    April 19, 2021

    So basically you have to print numerous reports to obtain credit information on a single customer - unlike QBD where all of the customer credit details are in one easy to read format.  Seems backwards and a waste of time.  Not surprised as this seems typical with QBO.

     

     

     

      T
      Tammy_H
      April 19, 2021

      Hi Bobina,

       

      I can see how having this report available to you would be beneficial. Our product development team is continually working on making the product better. They do need input from people like you. If this is something you'd like to see in future updates, I invite you to provide your feedback.

       

      In the product, follow these simple steps to share your ideas:

      1. Click on the Gear Icon on the top right-hand side.
      2. Select Feedback.
      3. Fill in the form and click Next.

      You're an important part of the process for the growth of QuickBooks products. The product development team takes each of these suggestions into consideration when making updates to the products.

       

      Thanks for sharing your thoughts. Have a good day!

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