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Ptolliver69
Level 1

How do i create an invoice report with all my customers except for two of them?

Hello, I feel like I should know a simpler way to do this, but I can't find it. I need to create an invoice report for all of the customers we have in one of our companies with the exception of two customers. I know I can create an invoice report for multiple customers by checking them off when I modify the report, and then leave off those I don't want. The thing is I have about a hundred customers to check off then, and only two to leave off. I've done this before and memorized this type of report in the past, but sometimes the memorized report won't open so I don't know if there's an easier way to fix this. Can someone help me create the correct report I'm looking for, and then memorize it without losing it? 

Thanks

Solved
Best answer July 29, 2020

Best Answers
RenjolynC
QuickBooks Team

How do i create an invoice report with all my customers except for two of them?

Thanks for reaching out to us here, Ptolliver69.

 

When customizing the customer report, please make sure to filter the Name to Multiple names and  click the Select All button. This way,  you can only un-check the two customers you don't want to include in the report.

 

Here's a sample screenshot for reference:

 

customereport.JPG

With regard to the memorize report, you'll want to check this article for the possible reasons and how to fix it: Create, access and modify memorized reports.

 

I'll be around if you have any follow-up questions about the reports in QuickBooks. Take care and stay safe.

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2 Comments 2
RenjolynC
QuickBooks Team

How do i create an invoice report with all my customers except for two of them?

Thanks for reaching out to us here, Ptolliver69.

 

When customizing the customer report, please make sure to filter the Name to Multiple names and  click the Select All button. This way,  you can only un-check the two customers you don't want to include in the report.

 

Here's a sample screenshot for reference:

 

customereport.JPG

With regard to the memorize report, you'll want to check this article for the possible reasons and how to fix it: Create, access and modify memorized reports.

 

I'll be around if you have any follow-up questions about the reports in QuickBooks. Take care and stay safe.

Ptolliver69
Level 1

How do i create an invoice report with all my customers except for two of them?

Yup, I'm an idiot. Works perfectly, I'll check on the memorized report information asap.

 

Thanks for your help.

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