On the report you'll see each Rep as a section and the open transactions (usually Invoices) sorted within the Reps section by customer Name. Add the Paid Status filter, setting the value to Open.īack on the report, you can drag the resulting columns around as desired. Then click the Customize Report button and make the following changes: Once the Transaction by Account report appears, click the Expand button at the top of the report, if you see it. On the Balance Sheet, double-click on the A/R account balance, or on the total of A/R accounts' balances if you have more then one A/R account. There is a way, but not by starting with any of the canned A/R or sales report. RE: How can I get a customer balance report sorted by Rep? This is because the display of and filtering for Rep is based on the Rep saved on the transaction, not the one on the customer record, if any. This will happen when the sales transactions themselves don't include a rep. Have a great RE: I've tried using the filters to customize report by Rep, but it does not inlclude all customers per that Rep, and only displays a few. Let me know if you have other concerns while running reports or managing QuickBooks. Customize reports in QuickBooks DesktopĪs always, feel free to check out our help articles in case you need tips and related links while working with QuickBooks in the future.To learn more about running reports in QBDT and how you can personalize it to generate what you need, see these articles:
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