BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

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:
Angelyn_T
Moderator

Reply to message

I agree on the importance of pulling up a report of unpaid bills by customers in QuickBooks Online (QBO) to ease your work, @JGENT. I appreciate you adding info on the Memo field to achieve your goal. I'm here to give you a precise report so you can see the details you need.

 

I want you to know that you can run the Transaction Detail by Account to see your unpaid bills by customer. Just make some modifications to filter the information. I'm adding these steps as your guide:

 

  1. Sign in to your account.
  2. Click on Reports at the left pane.
  3. Look for the Transaction Details by Account.
  4. Open the report, then go to the Customize button.
  5. Select Bill under Transaction Type, then tap on Run report.
  6. Go to the small gear icon, then select the Customer, and Open Balance columns.
  7. Hit Run report to refresh the page.

 

After that, review the data extracted. You can add more customizations if you need to. You can open this article as your reference: Customize reports in QuickBooks Online

 

Alternatively, you can move your data to Excel for more flexibility.

 

Here's how:

 

  1. Select the Export icon from the report's page.
  2. Click on Export to Excel.

 

I appreciate you adding your brand-new post to this forum. If you have follow-up questions about QBO reports, let me know by leaving a comment below. I'm more than happy to help you again. Keep safe!

Need to get in touch?

Contact us