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Thanks for reaching out to the Community forum, @Langsford.
In QuickBooks Desktop, you can run the Transaction List by Customer report and customize to show all jobs transactions.
Here's what you'll need to do:
You can also run the Customer & Job List report which shows all of your customers including those who are tagged as active and inactive,
Also, you can check these helpful articles for reference in case you want to learn more about how to customize the report in QuickBooks Desktop:
Feel free to leave a comment below if you have any other questions or concerns. I'll be around to help.
Thanks, that is the report I was looking for hoping it would solve 2 issues. 2 questions. Do you know how to make the report total on the Amount field? Also, Once a Job is marked at Inactive, is there way way to get it back to active?
Sorry for the 2nd email. I am running Qbooks Pro Desktop 2019. I don't see the report you mention, Customer & Job List. What section off the Report menu is it in? Thanks again.
Thanks for coming back for more support, @Langsford.
To answer your questions, the Customer and Job List report mentioned by my peer @MirriamM on her post aren't available specifically. However, it can be obtained by customizing either the Customer or Job reports.
And yes, you can also add the total balance to the report. Here's how to create specific custom reports that show customer job status, start and end dates and estimated totals, here's how:
For more options, refer to this article: Customize customer, job, and sales reports in QuickBooks Desktop.
To make the customer/job active again, you'll need to remove the X icon from the Customer Center. Here's how:
Once done, the customer/job will be moved to active customers again.
For future reference, read through this article: Understand reports in QuickBooks Desktop. It includes a list of available reports with its details.
Feel free to message again if you have additional concerns. We're always delighted to help.
Can you Help me please ? I have a Question of QuickBooks
How can we find a list of customers who are added that have no Transactions yet ?
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