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Join nowWhen running open invoice report for fiscal quarter ending June 30, a customer with balance does not show up. Why not? That customer recently had a name change.
Hi there, Janet32.
I'll make sure that you'll get an accurate report at the end of the day. All the customers with open invoices should show in this report, this includes active and inactive customers. To isolate the issue, you'll want to make sure there are no other filters applied to the report aside from the date.
if the customer is still not showing, I recommend running the Verify and Rebuild utilities to scan your file for potential data integrity issues causing the report discrepancy.
Lastly, here a reference that you can check to help track your sales and customer transactions in QuickBooks Desktop: Customize customer, job, and sales reports.
Don't hesitate to add a comment below if you need further assistance in running your other reports.
The name change doesn't matter.
If you mean that a customer had an open invoice on June 30, but is has been paid since, then by default the invoice won't show up on the report, because it is current paid off.
If you want transactions to appear that are currently paid off, but were not on the date of the report, there's a setting you can change to make that happen:
You you pick Report Date as shown above, transactions after the report date are magically backed out of the data and invoices will appear with their balances due as of the report date, even if they are paid on a later date.
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