Thanks for coming back for more support, @Langsford.
To answer your questions, the Customer and Job List report mentioned by my peer @MirriamM on her post aren't available specifically. However, it can be obtained by customizing either the Customer or Job reports.
And yes, you can also add the total balance to the report. Here's how to create specific custom reports that show customer job status, start and end dates and estimated totals, here's how:
- Go to the Reports menu, then select List and then Customer Contact List.
- Click Customize Report.
- Go to the Display tab, then select to add the Job Status, Start Date, Projected End columns, and Balance Totals. You can also add more details you want to show in your report and remove any unwanted columns.
- Click the Filters tab, then select the filters as needed. Search for Job Status, then select the inactive in the Job Status drop-down list to include them in on the report.
- Click OK.
For more options, refer to this article: Customize customer, job, and sales reports in QuickBooks Desktop.
To make the customer/job active again, you'll need to remove the X icon from the Customer Center. Here's how:
- Go to Customers menu, then Customer Center.
- Change the Active Customers drop-down to All Customers.
- Click on the X icon beside the inactive customer/job. Then, click Yes when prompted.
Once done, the customer/job will be moved to active customers again.
For future reference, read through this article: Understand reports in QuickBooks Desktop. It includes a list of available reports with its details.
Feel free to message again if you have additional concerns. We're always delighted to help.
