Customizing the Customer Balance Detail Report

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“Is there any way to get the Customer Balance Detail report for one customer?”

Yes, open the Reports menu then the Customers & Receivables sub-menu and open the Customer Balance Detail report.

Click on the Modify Report button (upper-left had corner) and select the Filters tab. In the Choose Filter list select Name and in the drop-down menu to the right select the name of the customer.

QuickBooks will then filter the report for the one customer you have selected.

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{ 1 comment… read it below or add one }

1 Matt Spuck October 9, 2009 at 6:45 am

Thanks! This is exactly what I needed.

Matt

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