Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
ShiellaGraceA
QuickBooks Team

Reply to message

Hi there, @Robert0618.

 

I have another way of filtering a report. You can export reports to Excel. This way, you can remove the customers with zero balance manually. Let me guide you how:

 

  1. Open your preferred report.
  2. Tap the Excel on the toolbar at the top.
  3. To create a new Excel workbook, select Create New Worksheet.
  4. Optional: If you want to format the data a specific way, select Advanced
  5. When you’re ready to export, click OK. To open the report in Excel, you can also select Export.

 

excel.JPG

 

Want more details? Check out this guide: Export reports as Excel workbooks in QuickBooks Desktop.

 

With the above steps, you can delete the customers with zero balance. From there, you can either save the report as PDF or print it.

 

For more reports topics with articles, browse this link to go to the page: Create and manage reports.

 

Let me know if there's anything else you need help with. I'll be around for you. Take care and have a good one.

Need to get in touch?

Contact us