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How to separate job balances from different projects under same customer

Hello, I had a question about how i can stop two different jobs from merging balances when they're under the same customer. One customer can have an amount due on one project, but none on the other, however when i send an invoice for the job that has nothing due, it gives the balance of the other one as well showing that they have an amount due on that project as well. I was wondering if there was a way to stop that because different projects have different balances due and the customer gets confused on why they have an amount due on a job that was supposed to be up to date. Thank You

3 Comments
Moderator

Re: How to separate job balances from different projects under same customer

Good day, CadenasPainting.

 

Thanks for reaching out the Community. I'm here to address your Projects concern in QuickBooks Online (QBO).

 

At this time, the option to separate the job balances of the customer from different projects is unavailable. You could consider pulling up a report that shows balances and emails it to your customer.

 

Let me show you how:

  1. Go to Reports.
  2. Type in Customer Balance Detail report in the search field and click on it to open.
  3. Click on the Customize button.
  4. Set the date range under Report period.
  5. Go to Filter.
  6. In the Customer drop down, select all projects. Then, click on Run report.
  7. Click on the Email icon.
  8. In the Print, email, or save as PDF window, click on the Email button.
  9. Enter the customer's email address and click on Send.

To help you with the process, I've attached some screenshots below.

 

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Please know that we are constantly improving our product's features to meet your needs. Everything we have developed within the program derives from listening to our customers.

 

You can always check back for any product updates and feature enhancements through our website: https://quickbooks.intuit.com/blog/.

 

This should point you in the right direction. Please let me know if you have any other concerns. I'm always glad to help. 

Not applicable

Re: How to separate job balances from different projects under same customer

Thank You for the information!

QuickBooks Team

Re: How to separate job balances from different projects under same customer

Hey there, CadenasPainting.

 

I'm happy to know that everything got sorted out and you're set on the right path thanks to my colleague JaneD. For future reference, I'm also including this resource which contains more information about customizing reports in QuickBooks: How to customize reports.

 

As always, the Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

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