Hi  -

When we look up a customer, on the right side there’s the option/link to run the Open Balance report for that customer.   However, we want that report to always include PO#.  How do we get QuickBooks to default to always show the PO# when we run when we click that report link?

To view this screen:

In Quickbooks go to menu bar Customers – Customer Center -  choose a customer – look at right side – see or click Open Balance

(Note:  I do know how to memorize a report, but I believe that means I’d have to go to menu bar Reports - then choose my memorized report – update the filter to pick the customer I’m interested in – and then run the report.  We want to save time and steps by having the Open Balance report default to always include the PO# when viewing the Customer window in QuickBooks.)

If it matters, we use QuickBooks Desktop Enterprise.

Thanks in advance for any feedback or suggestions!

(PO:  Purchase Order)