How do I select specific customers on the cutomer balance detail reports new format,. There isn't a customization selection

You can go to the Filter section in the Customer Balance Detail Report to select a specific customer, @skraft. Let's get into the details.

In QuickBooks Online (QBO), you can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports. Here's an overview of what you can customize:

• General section: From there, you can change the accounting method, reporting period, and number format.
• Rows/Columns section: Choose which rows and columns appear on the report.
• Filter section: Select which customers, distribution accounts, vendors, accounts, and products appear on the report.
• Header/Footer section: Decide what appears in the header and footer.

To select a specific customer in the Customer Balance Detail report:

1. Go to the Reports menu.
2. Locate and open the Customer Balance Detail report.
3. Once open, click the Filter section.
4. In the Select one dropdown, choose the Customer.
   
   
5. On the Select dropdown, add a checkmark on a specific customer you want on the report.
   

You can check out this article for additional details: Customize reports in QuickBooks Online.

Once you have the perfect set of filters, click the Save as button to run the same report in the future. However, if you want to export it, you can click the Export icon. Visit this link for reference: Memorize reports in QuickBooks Online.


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