Are we able to run an unpaid bills report by customer?

I agree on the importance of pulling up a report of unpaid bills by customers in QuickBooks Online (QBO) to ease your work, @JGENT. I appreciate you adding info on the Memo field to achieve your goal. I'm here to give you a precise report so you can see the details you need.

I want you to know that you can run the Transaction Detail by Account to see your unpaid bills by customer. Just make some modifications to filter the information. I'm adding these steps as your guide:

1. Sign in to your account.
2. Click on Reports at the left pane.
3. Look for the Transaction Details by Account.
4. Open the report, then go to the Customize button.
5. Select Bill under Transaction Type, then tap on Run report.
6. Go to the small gear icon, then select the Customer, and Open Balance columns.
7. Hit Run report to refresh the page.

After that, review the data extracted. You can add more customizations if you need to. You can open this article as your reference: Customize reports in QuickBooks Online. 

Alternatively, you can move your data to Excel for more flexibility.

Here's how:

1. Select the Export icon from the report's page.
2. Click on Export to Excel.

I appreciate you adding your brand-new post to this forum. If you have follow-up questions about QBO reports, let me know by leaving a comment below. I'm more than happy to help you again. Keep safe!

Thank you for the response unfortunately this is worse than what I am currently using. It has the exact same information as the unpaid bills report (if add the customer column in there) but this also has all the paid bills on it as well which is not what we need.

I am running into the same issue the report shows all the bills not just the unpaid bills.  Were you able to find a better report?

Thank you for joining this thread, bily222. 

I'm here to help you make a report for your unpaid bills by running a Transaction Detail by Account report and customizing it to see all your unpaid bills.

Here's how:

1. At the left navigation panel, select Report.
2. Look for Transaction Detail by Account.
3. Click the Switch to classic view.
4. Select Customize.
5. Under Filter, select the A/P Paid drop-down arrow and Unpaid.
6. Click Run report.
7. To make it simple, you can change the columns by unticking some headers. Click the small Gear icon and select Show more.
8. Untick those unnecessarily. Tick the Customer and A/P Paid.
9. Select Run report.

For future reference, you can check this article to guide you on how to download your data from QBO: Export reports, lists, and other data from QBO.

If you have other concerns regarding the reports in QuickBooks Online, please don't hesitate to post them here in the Community. Stay safe!

Hey bily222 unfortunately no my work around was to add our job number to the memo box at the bottom of each bill I enter so when we run an unpaid bills report we at least know what project/customer it is for.

I should add in we use a 3rd party job tracking software with DASH that prevents us from doing certain things in QB. 

@JGENT I don't know if you would still benefit from a solution that does not require you adding your job number to the memo box at the bottom of each bill, but if so: I found a way and wrote about it as a separate thread for greater visibility in the community. Link: Bills by Customer Detail Report - A How-To Guide (intuit.com)

@bily222 

I pulled the transaction detail by account report, the customer column and project column are blank in the report. Each bill has been allocated to a Project, why is the report not pulling the data? 

QBO claims to be a great tool for contractors, but the unpaid bills report by project is a daily critical need. How can they not have this as the number one report? QBD had this report, why is not available in QBO?

QuickBooks Online (QBO) handles bills differently than QuickBooks Desktop (QBDT), contractor-q-notafan.

In QBO, bills are linked only to vendors, not directly to customers or projects. So the customer and project fields on bill-level reports often appear blank. While you can assign projects to individual bill line items, the bill itself does not carry that project or customer information, which limits reporting options.

QBO’s project tracking primarily helps track income and expenses, but it lacks a built-in report for unpaid bills by project or customer, unlike QBDT. QBDT allows for a closer link between bills and projects and offers better customization options for reports, which is why it can provide that type of report.

For now, contractors needing to view unpaid bills by project in QBO can take the following steps:

• Assign projects to each bill line item,
• Use the Project Profit and Loss report to view expenses by project (though it won’t show unpaid bills),
• Export bill data to Excel for custom reports,
• Use third-party apps that integrate with QBO to get detailed job costing and billing reports.

If you have any questions, feel free to leave a comment below.