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Replying to:
MadelynC
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Thanks for joining this thread, @3gooses. I’m here to help so you can select one customer at a time.


If you’re trying to generate the same report mentioned by my peer ReymondO, you can use the Filter option under the Customize window to select one customer at a time. I’m glad to show how:

 

  1. Go to your Reports menu and open the Invoices and Receive Payments.
  2. Press the Customize button.
  3. Click Filter.
  4. Under the Customer dropdown, select your customer’s name. The same process applies to other customers.
    Capture.PNG
  5. Select and add necessary details.
  6. Hit the Run report button after.


If you’d like to email the report directly to your customer, you can select the Envelop icon to do it. Check out this article to learn more: How to Automatically Email Reports.


You can always count on us if you need more help with managing your QuickBooks reports. We’re always here to help. Keep safe!

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