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Need a simple report showing who owes me what based on product or class. should be easier than this

I need a report that shows me which customers owe us money, and how much. I need this to be filtered by either class, or by product. 

 

I can run all sorts of reports but even with open balance in column, it shows nothing, and other reports that show open balances can't be filtered by class or product. 

 

This is becoming aggravating

1 Comment
Anonymous
Not applicable

Re: Need a simple report showing who owes me what based on product or class. should be easier than this

Yes that is a difficult analysis at the AR level. A sales analysis by item & class would be easy. But AR is maintained per invoice - and invoices can each contain multiple products, and maybe classes too. So QB isnt going to cough this up easily.  

Possibly you can use the 'customer type' field as a way of segregating sales - and that can be used within AR reports.

You might be able to get there by creating a sales analysis, and then filtering it down based on invoice status = "open"- but i've never tried that.

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