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Frequent Explorer **

Customers & Jobs - change list view

Hi, how would I change the view of the customer center (left side panel) to see the job names next to the customer?

 

I had it set up like this previously but somehow or maybe due to an update it defaulted to only seeing the name, account no, balance, balance total panels.

3 Comments
Moderator

Re: Customers & Jobs - change list view

Hello there, @leah6404.

 

I'll help you change the view in the Customer Center so that the job name is next to the customer. Lists that have sub-entries can be viewed in hierarchical view (all sub-entries are indented) or in flat view (all entries are at the same level).

 

In your case, you'll need to choose the Flat View to display the list you want.

 

Here's how: 

  1. From the Customers menu, select Customer Center
  2. Click the Customers & Jobs tab.
  3. Right-click on the Customers & Jobs list, then select Flat View
  4. Once done, changes saved. 

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You can easily track the costs and revenues, and enable standardized reporting by job through job costing. The following article contains information on how to set up this feature, assign expenses, enter estimates, and run a report: Tracking job costs in QuickBooks Desktop.

 

Drop me a comment below if you have any other questions working with QuickBooks Desktop. I'll be happy to help you out. 

Frequent Explorer **

Re: Customers & Jobs - change list view

Thanks! That worked.

 

Quick question, how come the balance and balance total columns both say 0.00, even though I have numerous Sales Receipts for payments issued by customers over time?

 

 

Moderator

Re: Customers & Jobs - change list view

Thanks for the follow-up, @leah6404.

 

I'm glad the steps provided by my colleague @MaryGraceS worked. Allow me to step in and help answer your follow-up question.

 

The open balance and balance total will show a zero amount if you no longer have open invoices. Since the transactions are all Sales Receipts, that means your customer has already paid them in full. You can open a Customer Balance Detail report if you need to review all the open balances for your customers. 

 

Here's how:

 

  1. Go to Reports menu.
  2. Select Customers & Receivables and click the Customer Balance Detail.

This will show all the invoices and payments for your customers as well as the open balances that need to be paid. 

 

Also, if you need some references you can use in the future, you can check out the following articles below.

 

 Accounts Receivable workflows in QuickBooks Desktop 

 

Customize reports in QuickBooks Desktop 

 

If you have any additional questions about the Customer Center display, don't hesitate to leave a comment below. I'm here to help. Have a good one.