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Custom Summary Report

I use a Custom Summary report for our Trust account.  The report shows every customer we have ever entered into Quickbooks.  I want to show only those Customers that have a balance and not show any of the zero balance customers.  Is that possible?

Solved
Best answer 07-25-2019

Accepted Solutions
BRC
Established Community Backer ***

Re: Custom Summary Report

If you mean the you don't show the customers that have a 0.00 balance on your report (as compared to their actual balance, which may or may not be the same) you can alter the report to hide zero rows with a 0.00 total.

 

Click Customize report, then on the Display Tab, click the Advanced button and then pick Non-Zero for the Display Rows option:

Capture.JPG

View solution in original post

5 Comments
QuickBooks Team

Re: Custom Summary Report

It's nice to have you here on the Community page, @TRK57.

 

You'll have to customize the report to exclude the customers with zero balances. I'm here to help guide you how.

 

  1. On the QuickBooks homepage, click on the Reports menu.
  2. Click on Custom Reports.
  3. Select Summary.
  4. On the Modify Report: Custom Summary Report page, go to the Filters column.
  5. Under the Choose Filter section, look for Amount.
  6. Select >=, and enter 1.00.
  7. Click OK.

You can see attached screenshots for additional reference.

a3.PNG

You can also check this article for more information about running and customizing reports in QuickBooks Desktop (QBDT): Customize reports in QuickBooks Desktop.

 

Let me know if you have any other questions about running the Custom Summary Report. I'm just a post away to help.

BRC
Established Community Backer ***

Re: Custom Summary Report

@Angelyn_T 

 

Did you test your answer?  I ask because it doesn't work.  The Amount filter is not a name balance filter, or a filter that applies to the summary amounts seen on summary report.  It filters out individual detail lines behind the summary report.  This is basic stuff...

 

Also that OP asked not for customers with a balance greater than 1.00, but greater than 0.00.

BRC
Established Community Backer ***

Re: Custom Summary Report

If you mean the you don't show the customers that have a 0.00 balance on your report (as compared to their actual balance, which may or may not be the same) you can alter the report to hide zero rows with a 0.00 total.

 

Click Customize report, then on the Display Tab, click the Advanced button and then pick Non-Zero for the Display Rows option:

Capture.JPG

View solution in original post

Not applicable

Re: Custom Summary Report

Your answer did not work Angelyn

Not applicable

Re: Custom Summary Report

Thank you BRC, you are awesome!!  Your solution works exactly as I needed, my report is now perfect. I appreciate your help!!!

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