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A
antoniodef
March 16, 2025
Question

Report Customized to Show New Zero Balance Customers

  • March 16, 2025
  • 1 reply
  • 0 views

Could someone share how to customize a report to show:

 

Cust name

Phone number

Email

and (this is the part I don't know which filters) invoices or balances that have received a payment and are now zero balance over the last week.

 

The goal is to generate a report that shows jobs completed over the last week that have been paid. We want to use this list to contact customers via text and email for reviews, feedback, etc.

 

We complete 6-8 jobs a day in a home service industry. We generate a dozen estimates, invoices and down payments a day. We are trying to generate a report that would just show customer info of jobs completed the last week, and the customer has paid the outstanding balance.

1 reply

I
Ivan_G
March 16, 2025

To display the necessary data you need, Anton, let's run the Job Status report in QuickBooks Desktop (QBDT) Enterprise. I'll outline the steps below.

 

We can customize the Job Status report to show the status of each job and your customer's contact information. Please know that it can only display the overall balances (zero and none zero amounts) directly and not the paid invoices under each job specifically. To proceed, follow the steps below:

 

  1. Go to Reports, then Report Center.
  2. Enter Project Contact List in the Search field and click the Magnifying Glass icon. Then, Run the report.
  3. Select the Customize Report option and Navigate to the Display tab.
  4. Ensure that you've put a Checkmark on the Customer, End Date/Project End Date, Email, Phone, and Job Status details from the Columns list to display this data on the report.
  5. You can also sort the report according to your preference by modifying the Sort by and Sort in sections.
  6. Once done, hit OK.

 

The Job Status of completed jobs is shown as Closed. If you want to display only the zero balanced and finished jobs, refer to these instructions:

 

  1. Click the Customize Report option again and navigate to the Filters tab.
  2. Type and click Balance under the Choose Filter section.
  3. Select the equal (=) sign and enter "0.00" amount in the designated field.
  4. After that, type and click Job Status under the Choose Filter section.
  5. Select Closed from the dropdown list, and once done, hit OK to save the changes.

 

Additionally, you may save your reporting customizations, which can help you save time in the future. For more information about this, access this article: Create, access, and modify memorized reports.

 

If you have more concerns about managing your reports to review specific data, hit the Reply button. We'll be here to help you every step of the way.

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