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Sziskind
November 18, 2022
Question

customer balance summary - how to get rid of credit amounts

I'm trying to only show the customers who owe money in a summary (it's actually a small group of condo owners) and I want to show just the list of people who have open balances. 

Customer balance summary works but it also show people who have credits which is confusing people. 

I tried to add a filter to only put amounts greater than zero but it shows amounts that totally make no sense. 
Is there something else I can do? 

 

 

7 replies

LeizylMQuickBooks Team
QuickBooks Team
November 18, 2022

Good day, Sziskind. 

 

Allow me to help you with viewing your customer open balance within QuickBooks Desktop.


You can pull up and run the Open Invoices to show all customers with open balances. Here's how:

1. Click Reports at the top menu bar.

2. On the drop-down list, click Customers & Receivables and select Open Invoices report.
3. Change the desired date.

4. You'll see all the outstanding credits in each customer under the Open Balance column.
 

To learn more about reports in QBDT and how to customize them, you can check out these articles: 

 

Keep your post coming if you need a helping hand in managing your reports. Don't hesitate to tag me in your comments.

SziskindAuthor
November 18, 2022

Thanks for responding. I really appreciate it. Unfortunately, it didn't really solve my problem.

 I don't want any negative balances to show. I liked the customer balance summary because it's very succinct and I think that's better to share with the condo owners. 

I just want to be able to only show positive balances. 

 

I attempted to do this by changing the amount to >= 0 and the data didn't make any sense when I did that. Is there a way for me to only specify certain condo owners? Again ideally I'd like to use the customer balance summary report but I'm fine using another report. Thanks.

ZackE_Moderator
Moderator
November 18, 2022

Thanks for following up with the Community, Sziskind.

 

I'd recommend customizing your report and displaying columns by Customer:Job.

 

Here's how:

  1. From the report screen, click Customize Report.
  2. In your Columns section, find the Display columns by drop-down list and use it to choose Customer:Job.
  3. Select OK.

 

I've also included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

 

Please don't hesitate to send a reply if there's any questions. Have a great Friday!

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