United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
delwyn
Level 1
posted
‎August 17, 2024 04:35 AM
last updated ‎August 17, 2024 4:35 AM

I need help creating a custom report

I would like a custom report to be sorted by a custom field, Open Balances, and to only show active customers. I am working in Advanced.
Reply
1 Comment 1
AbegailS_
QuickBooks Team
QuickBooks Team
‎August 17, 2024 07:11 AM

I need help creating a custom report

I'd be happy to assist you in creating the report and finding the information you need, @delwyn.

 

To generate a report sorted by a custom field, specifically Open Balances, and filtered to display only active customers, please follow these steps: 

 

  1. Navigate to the Reports menu in QuickBooks Online Advanced.
  2. Select Custom Reports and click on +New Report.
  3. Under the Columns section, customize the report to include the desired fields, including the custom field for Open Balances under the More Columns 
  4. Save and run the report to view the customized data set based on your specified criteria.

 

Currently, the specific option for selecting active customers in the current customization settings is unavailable. However, you can use an alternative approach by utilizing the Balance for the Customer option to achieve a similar outcome.

 

Furthermore, QuickBooks provides different options to personalise your reports for clear presentation by checking out this guide: Customise reports in QuickBooks Online.

 

You might also find these links helpful when customising reports in QuickBooks Online:

 

 

Keep us posted if you need additional assistance in customizing the report. We'll be right here to get the data you need. Have a great day!

Reply