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Replying to:
JamaicaA
QuickBooks Team

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I appreciate you following up on the availability of this feature, @A2Z Computing.

 

Please know that being able to add other fields in the Customer Balance Summary report is still unavailable. With this, let's send a feedback request to our developers.

 

I recognize your desire to populate a report with all the information you need. You'll want to follow the steps below to submit a recommendation for this functionality. This way, it'll be considered for future updates.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your product suggestion, then click Next.

 

Visit our QuickBooks Online Feature Requests website to track the status of your submissions.

 

See this article to learn how to tailor reports and get the data you need: Customise reports in QuickBooks Online.

 

If you'd like to keep your current setting for future use, refer to this guide: Memorise reports in QuickBooks Online.

 

Know that I'm always willing to help you with any QuickBooks tasks you may have. Just add them below, and I'll get back to you.

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