QuickBooks Team

Reports and Accounting

I can help you, @richard91.

QuickBooks is designed based on the most needed functions and features to make sure your preferred settings, customization, and other components are provided. However, it varies depends on the type of reports you’ve chosen.

QuickBooks Customer Balance Reports will show you detailed information about your customers' balances and tells you how much each customer owes you. You can then use the Description to display what specific item or category you’ve entered. However, it will only be included if you’ve filled in the said field at the time you’ve created the transactions.

Here’s how:


  1. Go to the Reports menu.
  2. Enter/select Customer Balance Detail in the search field.
  3. Click Customise, then filter the necessary details.
  4. Make sure Memo/Description is marked.
  5. Press Run report.

On the other hand, you’ll need to generate a separate report for class. You can run Sales by Class Detail report to achieve it. Consider exporting them to an Excel spreadsheet to combine the details you need.

In case you need to save the current customisation settings, you can memorise it. This feature allows you organize and create scheduled emails in case you want to send all reports in the group to the recipients you specify.

If you need further assistance with these reports, just leave us a message. I’ll make sure to take care of them for you.