Glad that this thread was able to help you figure out the report you need , Robert0618.
You can pull up the sales summary or customer balance report by following the steps provided if my colleague Rea_ M . Then, add all the information you need from the report by exporting it to Excel. Once you export each report into an Excel file, merge them into one Excel workbook.
Then, click on the Customize Report button to filter the data and add columns. You can also visit this link for available reports you can pull up in QuickBooks.
Also, you can let us know and differentiate what report you used. This way, we can be able able to suggest the data that you used to.
Let me also share these great resources for additional reference:
Please let me know how it goes. You can always go back here if you have other concerns about QuickBooks. Take care and stay safe, Robert0618!
