Help with a report

Let's make sure that you'll be able to use a report that will show the customer's data, @topherfarrell. 

You can run a report by using Sales by Customer Detail report that shows the invoices and its' description. 

Here's how: 

1. Click Reports at the top menu bar.
2. On the drop-down list, click Sales and select Sales by Customer Detail.
3. Click Customize Report.
   
4. Under Columns, search and select for Item Description.
5. Hit OK.
6. You'll see the Item Description on the report.

Also, a filter allows you to limit report data to selected criteria. To personalize a report, you can read this article for more information: Customize Reports in QuickBooks Desktop.

If you need further assistance in managing your report, leave me a comment below. It's always a pleasure to help you. Take care.

Hello,

Thanks for the response. I'm trying to see payment settings in the report, not item descriptions. A customer info report. I've attached a screen capture of the fields that I'd like to see on a report.

Thank you for the screenshot, topherfarell.

I understand how much you need a customer report showing the information in the Payment Settings tab. However, this is currently not a feature in QuickBooks.

Your option is to create a customer list report and export it to Excel. Then, you can add the payment information of each customer in other columns.

Here's how you can create and export the list:

1. Go to Reports.
2. Choose Customers & Receivables.
3. Select Customer Contact List.
4. Click on Customize Report.
5. In the COLUMNS section under Display, add the available fields you see in the Payment Settings:
   • Account No.
   • Terms
   • Credit Limit
6. Choose OK to generate the report.
7. Click the Excel button and select Create new worksheet.
8. Select Export.
    

You can also check about memorizing reports for your additional reference.

Drop by any time if you have other questions about reports or anything about QuickBooks. Take care and have a good one!