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Experienced Member

How to create a report showing customer credit limit and open balance?

Is there a way to create a report showing customer credit limit and open balance in QB Enterprise?

1 Comment
QuickBooks Team

Re: How to create a report showing customer credit limit and open balance?

Hello tracylaumer,

 

Thank you for dropping by here in the Community. I can help you with creating the report you need in QuickBooks Desktop Enterprise.

 

You can run the Customer Contact List report available in the Enterprise version to show the credit limit and open balance.

 

Here's how:

 

  1. Click the Reports tab at the top menu bar.
  2. Go to Customers & Receivables.
  3. Click Customer Contact List.
  4. Click Customize Report.
  5. Go to the Display tab.
  6. Below Columns, add Open Balance and Credit Limit.
  7. Click OK.

Please check this out for your visual guidance:

 

 

For additional steps on customizing reports, such as adding columns, please visit the following link:

 

Customize reports in QuickBooks Desktop.

 

Please reach out to me here should you need any further assistance with the report. I'm always available to talk QuickBooks.