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Nov 28, 2020 8:07 AM UTC
Question

Is it possible to arrange Customer Balance Detail report in date order or in ascending invoice number?

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1 reply

RenjolynC
Nov 28, 2020 9:56 AM UTC

Yes, it's possible, carolyn7.

 

To sort the report, you can follow these steps:

 

  1. Go to Reports on the left panel.
  2. Type Customer Balance Detail in the search field.
  3. Select the Report period and click the Sort drop-down menu.
  4. From the Sort by drop-down, choose No. then select Ascending order.

Here's a sample screenshot for a visual reference:

 

 

You can also read this article for more custimisation in QuickBooks Online reports: Customise reports in QuickBooks Online.

 

I'm just a post away if you need more help with QuickBooks Online reports. Have a great day!