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jroneill
November 11, 2024
Question

Credit reference for customer

  • November 11, 2024
  • 1 reply
  • 0 views

Hi All! 

 

One of our customers has us listed as their credit reference. I can use the "company snapshot" to answer some of the questions, but the others I do manually. Some of the questions i had to do manually are High balance and average balance. It's not too hard to come up with these, but it would be pretty cool if QB had these figures somewhere. Or maybe there is a quick credit reference that I could easily send to people when they request credit reference info. Any help would be greatly appreciated! 

 

Thanks! 

1 reply

MorganB
MorganB
November 11, 2024

Hi there, jroneill.

 

Thanks for posting your question here in the Community. I'm happy to provide some info about generating these figures in your QuickBooks Desktop account.

 

In this instance there are a couple of options to consider. These include Customer and Receivables reports, such as: Customer A/R or Customer Statements. The following article provides additional info about understanding and memorizing reports in QuickBooks Desktop. 

 

If you need a different report that contains other data with the credits I recommend submitting feedback to the Product Development Team. This can be done directly through your account by clicking the Help tab and the choose Send Feedback Online.

 

Lastly, the Community is a great place to find out what other QuickBooks users have done in similar situations. Please feel free to drop a comment below if you have any other questions. The Community always has your back!

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