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Run reports from the Customer Center in QuickBooks for Mac
by Intuit• Updated 2 months ago
Learn how to access customer specific reports from the Customer Center.
You can quickly access reports filtered for a selected customer from the Customer Center..
How to use Customer Center Report Quick Links
- Open your company file
- Go to Customers and select Customer Center.
- Select the customer or customer:job you want to run a report on.
- Select Action .
- Select the report you want to run:
- Job Profitability Detail (new in 2024 R6)
- Estimates vs. Actuals Detail (new in 2024 R6)
- QuickReport
- Open Balance
The report will open and be automatically filtered to show data for the selected customer.
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