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D
Dav
November 17, 2022
Question

How do you get the Open Balance Report for a customer in the Customer window to default to always show PO#?

  • November 17, 2022
  • 2 replies
  • 0 views

 

Hi  -

 

When we look up a customer, on the right side there’s the option/link to run the Open Balance report for that customer.   However, we want that report to always include PO#.  How do we get QuickBooks to default to always show the PO# when we run when we click that report link?

 

To view this screen:

In Quickbooks go to menu bar Customers – Customer Center -  choose a customer – look at right side – see or click Open Balance

 

(Note:  I do know how to memorize a report, but I believe that means I’d have to go to menu bar Reports - then choose my memorized report – update the filter to pick the customer I’m interested in – and then run the report.  We want to save time and steps by having the Open Balance report default to always include the PO# when viewing the Customer window in QuickBooks.)

 

If it matters, we use QuickBooks Desktop Enterprise.

 

Thanks in advance for any feedback or suggestions!

 

 

 

(PO:  Purchase Order)

2 replies

AlcaeusF
AlcaeusF
November 18, 2022

Hi there, Dav.

 

I'm here to share information about the report that you want in QuickBooks Desktop (QBDT).

 

Currently, the option to make the PO# show as default in the Open Balance Report for a customer is unavailable. In the meantime, you can use the memorized report that you mentioned above as a workaround. You can also refer to this article for further guidance: Create, access and modify memorized reports.

 

I can see how having this option would be helpful for you and your business. I highly suggest sending feedback regarding this directly to our product developers. They're always looking for ideas to consider on how to improvie QBDT.

 

Here's how to submit feedback:

 

  1. In QBDT, go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Choose a feedback type and product area on the QuickBooks Feedback window. 
  5. Enter your feedback, name, and email address (optional).
  6. Once done, click on the Send Feedback button.

 

I'm also adding this article that tackles managing POs in QBDT for more information: Create purchase orders in QuickBooks Desktop.

 

For more tips and other resources, I recommend visiting our website for future reference: Self-help articles.

 

Please let me know in the comment below if you have more questions about this or anything else QuickBooks. I'll be here to answer them. Stay safe always.

BigRedConsulting
BigRedConsulting
November 18, 2022

@AlcaeusF   RE: Currently, the option to make the PO# show as default in the Open Balance Report for a customer is unavailable.

 

Why is it now unavailable? Why did Intuit remove it?

    D
    DavAuthor
    February 6, 2024

    Hi -

     

    Has there been any progress on having  the PO# included in the default report "Open Balance Report" for a customer?

     

    When a customer wants an open balance report, they want the report to include both our invoice # and their PO#.

     

     

    @AlcaeusF 

    @BigRedConsulting 

     

    L
    LeizylM
    February 6, 2024

    I understand the importance of making the PO # show in the Open Balance Report in QuickBooks Desktop (QBDT), Dav. 

    As of the moment, the option to make the PO # shown as default in the Open Balance Report for a customer is still unavailable in QBDT. We don't know exactly when the feature will be implemented. However, we can forward your feedback to our Product Development team. To provide us with your insights about the feature you want to see in the program. 

    You can follow the steps provided by my colleague above on how to submit feedback. You can also track feature requests through the Customer Feedback website.

    I'll share this article so you can read it if you want to check the latest QuickBooks news and features: QuickBooks product updates.

     

    Let us know if you require further assistance with your QuickBooks account. The Community team is here to help anytime. Have a great day!

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