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jaytor93
Level 1

How do you customize Customer/AR reports to show the Customer Account/ID number?

We assign Customer Account numbers to each of our customers (These are inputted via "Edit Customer", "Payment Settings", then "Account No." in QB Desktop Enterprise).

 

When running a report such as AR Aging Summary, how can I add a column next to the Customer which shows their personalised Customer ID?

 

Solved
Best answer October 22, 2024

Best Answers
SashaMC
Moderator

How do you customize Customer/AR reports to show the Customer Account/ID number?

Hey Jaytor93,

 

Welcome to the QuickBooks Community! You can't add columns to that report unless you export it to Excel and alter it there. Otherwise, you can run an A/R Aging Detail Report and add columns by pressing on the Customize Report button at the top-left of the window and selecting Custom ID.

 

Please let me know if you need further clarification. I will be here to assist, See you around. 
 

View solution in original post

2 Comments 2
SashaMC
Moderator

How do you customize Customer/AR reports to show the Customer Account/ID number?

Hey Jaytor93,

 

Welcome to the QuickBooks Community! You can't add columns to that report unless you export it to Excel and alter it there. Otherwise, you can run an A/R Aging Detail Report and add columns by pressing on the Customize Report button at the top-left of the window and selecting Custom ID.

 

Please let me know if you need further clarification. I will be here to assist, See you around. 
 

jaytor93
Level 1

How do you customize Customer/AR reports to show the Customer Account/ID number?

That is very helpful thank you

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