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Level 1

Custom report balance owed by customer name and class

I need to run a report that shows me the balance of each customer and is grouped by class.

or in each class what balance is owed by customer.

2 Comments
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QuickBooks Team

Custom report balance owed by customer name and class

Hi, Ty99.


Thanks for dropping by the Community space. I’m here to help you run a report that will show each customer’s balance filtered by class.


You can generate the Transaction Detail by Account Report and customize it to show only the information you need. Here’s how:

  1. Click Reports on the left pane of the screen.
  2. On the search box, type in Transaction Detail by Account.
  3. Choose the correct Report period.
  4. Select Customer on the Group by drop-down.
  5. Click the Gear icon next to the Export icon drop-down on the upper right hand of the report.
  6. Make sure to select Class and Open Balance.

Once done, the report will show you with the information you wanted. Check out this article for more information about customizing reports: https://quickbooks.intuit.com/community/Reports-and-accounting/Customize-reports/m-p/186005.

 

If there is anything else you need, don’t hesitate to leave a comment. Have a good day!

Highlighted
Level 10

Custom report balance owed by customer name and class

@Ty99

 

Currently, such as an option to run Customer balance (Detail or Summary) report by Class is not available in QBO yet.

 

You can run the Customer Balance Detail by each customer but there is no way to filter this report by class (or any other customer balance related reports).


Send them your feedback.

 

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