How do I run the a customer balance detail report to include dates from the previous year?

How do I change the dates for the customer balance detail report?

Answer

Hi there, annatfaulkner,

I'd be glad walking you through  changing the date range so you can see the transactions from the previous year.

You can always change the date to filter the transactions anytime you want. Simply follow the steps listed below:

  1. Select Reports from the left panel.
  2. Search the Customer Balance Detail report.
  3. Select Last Year under the Report period drop-down menu (see filterdate.png).
  4. Click Run report.

If you want the same settings of the customized report to be available for future use, you can memorize reports in QuickBooks. This way, you do not have to go through the customization process again.

Here's how: 

  1. Click Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down box.
  4. Click Save.
  5. You can then access it through the Custom Reports tab in the Reports page.

For more details about customizing a report, please read through this article: How to customize reports.

You can customize the Customer Balance Detail report.

Let me know if there's anything else I can help you with navigating reports. I'm always around whenever you need help.

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IntuitMaryLand , Community Support Specialist
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