Is there a way you can export the Customer Balance Summary with the "Other" field from the customer section?

Hi there, @A2Z Computing. I'm here to help you get the report you need.

Being able to run a Customer Balance Summary report with the custom field added to customer profiles would be a great option. The closest way to achieve this is to export and combine it with Customer Contact List. 

Here's how:

1. Go to the Reports menu on the left pane.
2. Open Customer Balance Summary.
3. Modify the reporting field.
4. At the top of the report, select the Export icon and then Export to Excel.
   
5. Save the file somewhere you can easily find.

Once done, go back to the report list and pull up Customer Contact List. Then, add the other field column. Follow these steps:

1. Look for Customer Contact List and select it.
2. Click on the Customize button.
3. Click Change columns and pick the other field.
   
4. Click Run report.
5. Select the Export icon and then Export to Excel.
6. Save the file somewhere you can easily find.

Finally, you can consolidate data from each file in a single worksheet. Having the ability to add the custom field column directly in the report would be awesome. I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

You can check out this link to learn the reports included in your subscription: Reports List.

Keep us posted if you have other concerns regarding customising reports. We're always here to help.

This is a very poor solution 

when you export the two and merge them there is data missing 

because there would be more customers then balances 

Please fix ? 

or is this not possible? don't want to move to Xero 

I appreciate you following up on the availability of this feature, @A2Z Computing.

Please know that being able to add other fields in the Customer Balance Summary report is still unavailable. With this, let's send a feedback request to our developers.

I recognize your desire to populate a report with all the information you need. You'll want to follow the steps below to submit a recommendation for this functionality. This way, it'll be considered for future updates.

Here's how:

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your product suggestion, then click Next.

Visit our QuickBooks Online Feature Requests website to track the status of your submissions.

See this article to learn how to tailor reports and get the data you need: Customise reports in QuickBooks Online.

If you'd like to keep your current setting for future use, refer to this guide: Memorise reports in QuickBooks Online.

Know that I'm always willing to help you with any QuickBooks tasks you may have. Just add them below, and I'll get back to you.