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I've got the steps you need, ghpacific.
Getting a list of all active customers with balances is quick and easy. You can follow the steps below:
By following these instructions, you'll have a list of all customers, including their balances.
If you need help exporting the list to Excel, here's an article for detailed information: Export customer data to Excel.
Also, I added a link you can refer to on managing your customers in QuickBooks Online.
I'm always here to assist you if you need more help.
Hello and thanks - Yes I know this feature but I wanted it on the format of a report with the possibility of grouping by custom fields
Thanks for getting back to us, ghpacific.
Let me help you view your customers' balances in QuickBooks Online.
Using custom fields in your reports is only available in QuickBooks Online Advanced. To learn more about how this works, I'd suggest checking out this article: Filtering a Report.
For now, you can run the Customer Balance Detail report and then export it to Excel. There, you can manually group the transactions by custom fields.
Here's how:
For more details about exporting reports, please see this article: Export your Reports to Microsoft Excel.
Additionally, I've added an article that'll help you save the current customized settings of your reports. This way, you can easily access them in the future without personalizing them again: Memorize reports in QuickBooks Online.
Please stay in touch with us if you have other QuickBooks concerns or questions about running or managing reports. I’m always ready to lend a helping hand. Have a good one.
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