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carolyn7
Level 1

Is it possible to arrange Customer Balance Detail report in date order or in ascending invoice number?

 
1 REPLY 1
RenjolynC
QuickBooks Team

Is it possible to arrange Customer Balance Detail report in date order or in ascending invoice number?

Yes, it's possible, carolyn7.

 

To sort the report, you can follow these steps:

 

  1. Go to Reports on the left panel.
  2. Type Customer Balance Detail in the search field.
  3. Select the Report period and click the Sort drop-down menu.
  4. From the Sort by drop-down, choose No. then select Ascending order.

Here's a sample screenshot for a visual reference:

 

 

You can also read this article for more custimisation in QuickBooks Online reports: Customise reports in QuickBooks Online.

 

I'm just a post away if you need more help with QuickBooks Online reports. Have a great day!

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