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Replying to:
ZackE
Moderator

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Thanks for reaching out to the Community, Swordbooks.

 

I can certainly understand how a report showing each client and their subscription plans could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.
 

Here's how:
 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

As a workaround, you can export the report you're working with and customize it further outside of QuickBooks.

 

You can also consider viewing clients from your ProAdvisor clients list:
 

  1. Use the Gear icon, then go to Billing and subscriptions.
  2. Access your Your subscriptions tab.
  3. Review the ProAdvisor clients section.

 

I've also included a few detailed resources about using QuickBooks which may come in handy moving forward:
 

 

If there's any additional questions, I'm just a post away. Have a wonderful Friday!

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