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lori-zook
Level 2

How do I add a customer column to bill payment list or statement of activity reports?

 
1 Comment
David-212915
QuickBooks Team

How do I add a customer column to bill payment list or statement of activity reports?

Thanks for posting this in the Community, @lori-zook. I can provide clarification on reporting in QuickBooks Online (QBO). 

 

You can group Statement of Activity Reports by Customer/Donor in QBO. Here's how:

 

  1. Pull up a Statement of Activity Report.
  2. Select the drop-down under Display Columns by and choose Customer/Donor.
  3. Apply any additional customization options that you need.
  4. Select Run Report.

 

I've included a brief video to serve as an example of this:

 

 

 

 

Currently, there isn't an option to add a Donor/Customer column for the Bill Payment List, in part because this report is more so designed for seeing vendor associated information. If you could provide me with some additional details about the information that you need to see, I'd be happy to go over reporting options. In the meantime, I'm including an article that goes over customization in QBO: How to Customize Reports.

 

I look forward to providing further assistance. Have a wonderful day. 

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