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Phil51
Level 1

Reports

Is '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!

Solved
Best answer February 26, 2021

Best Answers
MariaSoledadG
QuickBooks Team

Reports

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.

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Sales and select Sales by Customer Detail.
  3. Click Customize Report.
  4. Under Columns, search and select for Item Description.
  5. Hit OK.
  6. You'll see the Item Description on the report.

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.

View solution in original post

2 Comments
MariaSoledadG
QuickBooks Team

Reports

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.

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Sales and select Sales by Customer Detail.
  3. Click Customize Report.
  4. Under Columns, search and select for Item Description.
  5. Hit OK.
  6. You'll see the Item Description on the report.

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.

View solution in original post

Phil51
Level 1

Reports

Thank you very much! Just what I was looking for.

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