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Join nowIs 'Customer Balance Detail' the best report to be able to see all the income from one particular client? How do you filter to get just the invoices?
Thank you!
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Let's make sure that you'll be able to use a report that will show only for invoices, Phil51.
The Customer Balance report is an Accounts Receivable (AR) perspective and isn't specific on details. You'll want to run the Sales by Customer Detail report that shows the invoices and its' description.
Also, a filter allows you to limit report data to selected criteria. To personalize a report, you can read this article for more information: Customize Reports in QuickBooks Desktop.
You'll want to browse some helpful articles in QuickBooks for additional information.
Fill me in if you have any questions about reports. Don't forget, we're always right here to give the best assistance so we can help you.
Let's make sure that you'll be able to use a report that will show only for invoices, Phil51.
The Customer Balance report is an Accounts Receivable (AR) perspective and isn't specific on details. You'll want to run the Sales by Customer Detail report that shows the invoices and its' description.
Also, a filter allows you to limit report data to selected criteria. To personalize a report, you can read this article for more information: Customize Reports in QuickBooks Desktop.
You'll want to browse some helpful articles in QuickBooks for additional information.
Fill me in if you have any questions about reports. Don't forget, we're always right here to give the best assistance so we can help you.
Thank you very much! Just what I was looking for.
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