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Hello,
I am trying to run a report that has all the current customers whether or not they have a zero balance or an actual balance. All I want for this report is the total for that customer. Right now the report that I am running has all the invoices with the report and I would just like the total.
I'm running this report for my sale and management commissions. I need all current customers, and I need to know if they were all paid in full or if they are not.
Is there a way to do this?
Thanks!
Good day, AllysonR24.
I can recommend two reports that would help you get the data that you need.
First, you can run the Sales by Customer Summary report. This will provide you with a list of customers and their total sales amount for the selected time period.
Second, run the Customer Balance Summary report. However, this will only show the current open balance of each customer. Allow me to provide you with these steps:
Let me also share these articles for additional resources when running reports in QuickBooks:
The Community is always here if you need anything else.
@jenop2 RE: Click Customer Balance Summary.
Does the Customer Balance Summary report the OP will get after following your instructions show "all the current customers whether or not they have a zero balance or an actual balance"? No, no it doesn't.
Did you even try running the report to see if it does that the OP asked for? Seems not.
Maybe try again.
@BigRedConsulting - I like your reply.
@AllysonR24 - Customer balance Summary > Customize Report > Advanced... > Display Rows = All.
RE: Display Rows = All.
Yep, that's the ticket!
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