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PaulaFell
Level 1

Can I run a report showing customers who are over their credit limit

Quickbooks desktop allowed you to customise reports to show customer who are over their credit limit - where / how can I do this on QB Online?

Solved
Best answer September 05, 2019

Accepted Solutions
TaliaI
QuickBooks Team

Can I run a report showing customers who are over their credit limit

Hello PaulaFell,

 

Welcome to the Community - thank you for your question!

 

There is no option for a report like this in the Online product. The only workaround would be to make a note on the customer's account by going to Sales > Customers > selecting the customer and selecting Add notes at the top of the page in relation to their credit limit, however the system will not work this out for you and this will need to be manually updated.

 

You could also check whether there are any third party apps that may facilitate this by going to https://apps.intuit.com

 

Thanks,

Talia

View solution in original post

1 REPLY 1
TaliaI
QuickBooks Team

Can I run a report showing customers who are over their credit limit

Hello PaulaFell,

 

Welcome to the Community - thank you for your question!

 

There is no option for a report like this in the Online product. The only workaround would be to make a note on the customer's account by going to Sales > Customers > selecting the customer and selecting Add notes at the top of the page in relation to their credit limit, however the system will not work this out for you and this will need to be manually updated.

 

You could also check whether there are any third party apps that may facilitate this by going to https://apps.intuit.com

 

Thanks,

Talia

View solution in original post