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JGENT
March 23, 2023
Question

Are we able to run an unpaid bills report by customer?

  • March 23, 2023
  • 2 replies
  • 0 views

We are currently using QuickBooks Online Plus linked with job tracking software called DASH. The jobs pull into QuickBooks as sub customers but we cannot find a way to pull an unpaid bills report by Customer. What I am currently doing is typing the job name and number in the memo line so we can at least see what job they are for when running the unpaid bills report. Doing this works for now but even if we pull the report to excel I cannot filter by Customer because the vendor name disappears. If anyone knows a work around for this please let us know. Thank you!

2 replies

Angelyn_T
Angelyn_T
March 23, 2023

I agree on the importance of pulling up a report of unpaid bills by customers in QuickBooks Online (QBO) to ease your work, @JGENT. I appreciate you adding info on the Memo field to achieve your goal. I'm here to give you a precise report so you can see the details you need.

 

I want you to know that you can run the Transaction Detail by Account to see your unpaid bills by customer. Just make some modifications to filter the information. I'm adding these steps as your guide:

 

  1. Sign in to your account.
  2. Click on Reports at the left pane.
  3. Look for the Transaction Details by Account.
  4. Open the report, then go to the Customize button.
  5. Select Bill under Transaction Type, then tap on Run report.
  6. Go to the small gear icon, then select the Customer, and Open Balance columns.
  7. Hit Run report to refresh the page.

 

After that, review the data extracted. You can add more customizations if you need to. You can open this article as your reference: Customize reports in QuickBooks Online. 

 

Alternatively, you can move your data to Excel for more flexibility.

 

Here's how:

 

  1. Select the Export icon from the report's page.
  2. Click on Export to Excel.

 

I appreciate you adding your brand-new post to this forum. If you have follow-up questions about QBO reports, let me know by leaving a comment below. I'm more than happy to help you again. Keep safe!

J
JGENTAuthor
April 3, 2023

Thank you for the response unfortunately this is worse than what I am currently using. It has the exact same information as the unpaid bills report (if add the customer column in there) but this also has all the paid bills on it as well which is not what we need.

B
bily222
February 1, 2024

I am running into the same issue the report shows all the bills not just the unpaid bills.  Were you able to find a better report?

 

P
Peter O
May 25, 2024

@JGENT I don't know if you would still benefit from a solution that does not require you adding your job number to the memo box at the bottom of each bill, but if so: I found a way and wrote about it as a separate thread for greater visibility in the community. Link: Bills by Customer Detail Report - A How-To Guide (intuit.com)

@bily222 

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