Modifying Customer Balance Detail Report

You are trying to Mix perspectives.

Customer Balance is an AR perspective, not specific details. If you want to see Sales by Customer Detail, that will show Items. if you want Customer Balance, that is Balance, not specific details. Just because something is available on a report under customize, doesn't mean it applies to that specific report.

AR is Open Balances from Transactions, and not "this charge, that service, here is sales taxes."

You can use, for instance, Sales by Customer Summary, Columns by Item Type or Item Detail, and filter on Accrual Basis and Paid Status = Open. But is there is a partial amount applied, then everything on that invoice is partially paid. You combined the listing on an invoice creating a Balance Owed.

Sending good vibes to you, CollieSaver.

You came to the right place for help with QuickBooks. I'm here to help you in customizing your report to show the invoice description.

If you wish to run a report that shows the invoice description, you can pull up the Sales by Customer Detail Report.

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.

I've attached some screenshots to guide you through the steps.

Feel free to post back here in the Community. I'll be around to help. Have a good one.

RE: When I run this report and Customize it to add the Item Description column, the Item Description column appears in the report but does not populate with the invoices' descriptions that I've input.

Yes, turn on the Memo column.  It shows the description you've actually entered on the invoice.