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ghpacific
May 2, 2022
Question

Hello I'm trying to get a list of all curent customers (active not deleted) with their balance, including $0 balance

  • May 2, 2022
  • 3 replies
  • 30 views
No text available

3 replies

lin_jcaj
Level 9
May 2, 2022

I've got the steps you need, ghpacific.

 

Getting a list of all active customers with balances is quick and easy. You can follow the steps below:

 

  1. From the Sales tab, select Customers.
  2. Click on the Gear icon above the Action column.
  3. Uncheck the Include inactive box.

 

By following these instructions, you'll have a list of all customers, including their balances.

 

If you need help exporting the list to Excel, here's an article for detailed information: Export customer data to Excel.

 

Also, I added a link you can refer to on managing your customers in QuickBooks Online.

 

I'm always here to assist you if you need more help.

ghpacificAuthor
May 2, 2022

Hello and thanks - Yes I know this feature but I wanted it on the format of a report with the possibility of grouping by custom fields

CharleneMaeFQuickBooks Team
QuickBooks Team
May 2, 2022

Thanks for getting back to us, ghpacific.

 

Let me help you view your customers' balances in QuickBooks Online. 

 

Using custom fields in your reports is only available in QuickBooks Online Advanced. To learn more about how this works, I'd suggest checking out this article: Filtering a Report.

 

For now, you can run the Customer Balance Detail report and then export it to Excel. There, you can manually group the transactions by custom fields.

 

Here's how:

  1. Go to the Business overview menu and then select Reports.
  2. Type in Customer Balance Detail in the search field.
  3. Click Customize.
  4. Enter the correct reporting period.
  5. Add the necessary columns to the report.
  6. Ensure all active customers are added by clicking Filter.
  7. Click Run report.
  8. Select the Export icon, then choose Export to Excel.

 

For more details about exporting reports, please see this article: Export your Reports to Microsoft Excel.

 

Additionally, I've added an article that'll help you save the current customized settings of your reports. This way, you can easily access them in the future without personalizing them again: Memorize reports in QuickBooks Online.

 

Please stay in touch with us if you have other QuickBooks concerns or questions about running or managing reports. I’m always ready to lend a helping hand. Have a good one.

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