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Level 2

AR reports

I want to run my AR report to show me who still owes me money and the total owed me.  I don't want the report to show the credits that people have with me how do I do this?  

2 Comments
QuickBooks Team

Re: AR reports

You can customize the report, missymarykay55.

 

Customizing the report will help you add or remove some details to it. On your report, if there's a separate column for credits, you can follow these steps:

  1. Open the AR Report.
  2. Click the Customize Report button.
  3. On the pop-up, select the Display tab.
  4. From the COLUMNS section, search for Credit.
  5. Remove the checkmark. Then, hit OK.

AR.PNG

AR 1.PNG

 

If you're referring to the credits under the Open Balance column, follow these steps:

  1. Click the Customize Report button.
  2. Go to the Filters tab.
  3. On the search field, enter and select TransactionType.
  4. From the TransactionType drop-down, select Invoice.
  5. Hit OK.

ar 2.PNG

 

You can also select Multiple Transaction Types if you'd like to add more transactions to the report. That's it!

 

I have some articles that could help you to:

For other concerns about reports, I'm here to help.

Level 2

Re: AR reports

Thank you this has been extremely helpful.

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