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Join nowI have a company where businesses sponsor our entertainment events three times a year. So, when I do sales calls, I need a report that shows me where that customer is in our contract with us. Have they paid 1 of 3 payments, 2 of 3, or have they just paid 3 of 3 (fulfilling their contract) and I now need to contact them and re-up them for another year. I've had this company for 10 years and we have never been able to come up with a report like this. As a result, I don't think I'm up to my full potential when it comes to sales.
I'd like to help with your questions about running reports in the program, dannyd1572.
I'd like to ask how are the contracts recorded in QuickBooks? For now, we're unable to give you a report about how much balance is left for a particular contract in the program.
Although, you can run the Customer Balance Detail report. This will basically give you the balance amount per customer. Here's how:
I'd also suggest sending a feature request about adding more options when it comes to running customer or sales-related reports. You can send it directly to our engineers from your company file. Here's how:
Feedback and other feature requests are collected and reviewed for future updates.
Fell free to check out and save these articles in case you might need extra references when running reports:
As always, feel free to ask follow-up questions or start a new discussion if you need anything else. We're always here to answer all your QuickBooks-related questions and inquiries.
They agree to an annual sponsorship. When they do, I bill them each time that event comes around, which is three times year. That way they don't have to pay it all at once. I just need a report showing where they are at with their contract....like 1 of 3 payments, 2 of 3 payments, 3 of 3 payments. That way, when they are at 3 of 3 payments, I know their contract is up and I need to renew them the next time I call them for sales.
I appreciate the prompt response, dannyd1572.
The report you're looking for is unavailable in QuickBooks Desktop (QBDT). While this is the case, you can follow JenoP's suggested workaround which is to run the Customer Balance Detail.
Find out more about managing reports in QuickBooks Desktop through the following articles:
While we continue making improvements with the product, I want you to be updated with the new features added to the software by following the steps below:
Here's how:
Another way to get you in the loop about the latest news and product developments in QuickBooks Desktop is to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.
If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.
Feel free to drop a comment below if you have any other questions while running reports. I'm always happy to help. Have a good day.
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