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Is there a way to use the Customer Transaction List report or another report to filter by all invoices, payments, credit notes, etc. with open balances, and hide ones that have zero balance?
Thank you.
Yes, there’s a report that displays those details, Steven. And I’d be glad to share it with you.
You can run the Invoices and Received Payments report in QuickBooks Online. It shows all your invoices, payments, credit notes, open balances, etc. Then, you'll want to export it to Excel to hide or remove the zero-balance transactions.
Here are the steps to do it:
You can use this reference to learn more about personalizing, exporting, and sharing reports: Customise reports in QuickBooks Online. It walks you through also how to have a perfect set of filters and save them. This way, you can access the same report in the future.
Moreover, here’s an illuminating guide that contains ways to make reports easier to understand: Common custom reports in QuickBooks Online.
I want to ensure everything is taken care of for you. If you need further assistance with QuickBooks reports, don’t hesitate to reach back out. I’ll be here to help. Have a great rest of your day!
Thanks for the feedback. So there isn't a way of filtering it within Quickbooks - I can only export and then use something like Excel to remove the zero balance documents?
Hello there, @Steven_ZA. Let me join the thread and provide additional information in running the report you need.
In QuickBooks Online (QBO), you can run the Customer Balance Detail report. It shows how much each customer owes you. And this report will only display customers with balances.
To pull this up, here's how:
For more information and guidance in running a report in QBO, I recommend checking these articles:
If you need tips and related articles on your future tasks, I recommend watching our video tutorials to help manage your QBO account, income, expenses, and banking.
Please let us know if you need anything else. The Community and I will be here to help you.
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