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JBS2005
Level 1

Open Balance and Memo in Customer Center on Desktop

Hello!  I have used previous desktop versions but in the Premier Contractor Edition 2020, it does not list Memo or Open Balance in the Customer Center under Transactions.  

 

I am wanting it to show:

Type, Number, Date, Memo, Amount, and Open Balance

 

It currently shows:

Type, Number, Date, Account, and Amount

 

It is helpful to see at a quick glance what is remaining to be billed on an open estimate, open invoice amounts, etc.

 

Thank you for your help!

3 Comments 3
KlentB
QuickBooks Team

Open Balance and Memo in Customer Center on Desktop

Thanks for reaching out to us, JBS2005.

 

I'm here to ensure that you'll get a clearer picture of your customer transactions.

 

The Transactions tab in the customer profile shows the basic information of the transaction, such as type, number, date, and amount. If you'd like to see the other details, you can select the View as a Report option at the bottom to add the desired columns. I'll guide you how:

 

  1. Select Customers from the top menu bar.
  2. Choose Customer Center, then pick a customer.
  3. Go to the Transactions tab, then click the Run Report button.
  4. Select View as a Report, then hit the Customize button.
  5. In the Display tab, set the appropriate reporting date.
  6. From the Columns menu, tick the Memo and Open Balance options.
  7. Click OK to complete the process.

You may also memorize this report to save its current customization settings. Additionally, I also recommend reading this article to help easily keep track of your sales and expenses: Customize customer, job, and sales reports.

 

Feel welcome to reach out to me again with any questions you may have and I would be more than happy to help. 

 

JBS2005
Level 1

Open Balance and Memo in Customer Center on Desktop

Thank you for a quick response.  I am looking for this to be an ongoing option, not a report.  I have attached an image of what I am wanting it to be.  My current program does not have all of these columns.

MaryLandT
Moderator

Open Balance and Memo in Customer Center on Desktop

I'm here to help you see the Open Balance column on your QuickBooks Desktop, JBS2005.

 

The said column is available on QBDT Premier 2020. However, you need to view from the Transactions tab. See the attached screenshot below for your visual guide.

transactionstab.PNG

 

The Open balance on your screenshot is available on QuickBooks Desktop Enterprise. You may need to switch to another version of the software to see the column. 

 

Check out this link for guidance: QuickBooks Desktop Enterprise install guides.

 

Let me know if you need anything else with QuickBooks. I'm always right here to help you.

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