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remove grouping from report

Forum|Forum|2 years ago
November 22, 2023
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I want to create a report similar to the Open Invoices report, but without any grouping. It should be a simple list of open invoices, sorted by due date, but not grouped by customer or job.

It would also be great if I could add a customer phone number column.

We plan to use this report as an easy way to start calling all our late pays.

QuickBooks Desktop

Best answer by ChristieAnn 11

Hello there, eomerspider.

I've got steps so you can create a report that is similar to Open Invoice without grouped by customer in QuickBooks Desktop.

I suggest using the Custom Transaction Detail report, where you can filter to display only open invoices, their due dates, and the phone number column.

Here's how:

Click the Reports menu at the top.
Choose Custom Reports and Transaction Detail.
Select the Customize Report button.
Choose Type, Name, Phone #, Due date, and Paid in the search column field.
Go to the Filters tab.
Select Transaction Type on the search bar and choose Invoice.
Choose Paid on the search bar and click the Open radio button so you'll be able see all the unpaid/open transactions.
Click OK to save the customization.

In case you need steps to memorize reports in QBDT so the same settings of the customized data will be available for future use, you can refer to this article: Create, access and modify memorized reports.

You can always reply or reach out to us again if you need further assistance in customizing reports in QBDT. I'll get back here as soon as I can to help you again, eomerspider. Take care!

C