Home > Ask Us, QuickBooks Tips, QuickBooks Tutorials > QuickBooks Reports – Formatting Columns To Show Debit / Credit

QuickBooks Reports – Formatting Columns To Show Debit / Credit

 

Often times when we run reports in QuickBooks there is one column with the Amounts. This is hard to read especially when you are for example looking at a Customer Balance Detail:

 

When looking at customer balances, it is much more handy to have the amounts split into two columns – one for payments, and one for Invoices. This way it is very clear to see invoices and payments leading up to the current balance due. So in order to change this (and since by default QuickBooks gives it to you as shown above):

So Click ‘Modify Report’

You will see the modify report dialogue. Once there you are in the ‘Display Tab’ and that is where you want to be. Under Choose Columns, scroll way down and uncheck ‘Amount’ and check ‘Debit’ and ‘Credit’ as shown below:

Then click ‘ok’ and look how much better this reads:

 

That’s it! You’re done. Now you can enjoy hours and hours of reading QuickBooks reports that are easy to read and which give you lots of valuable information!

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  1. Moti
    October 14, 2009 at 8:32 PM

    hello, i dont know exactly how to ask this but here it goes. is there a way were i add inventory at different prices from a supplier, and then bill a customer that shows that the product comes from a specific supplier and the inventory will automatically deduct the amount from inventory?
    for example i am in the Gas business, i would like to buy 60,000 Gallons of Regular from a supplier “A”, then i need to make an invoice showing i sold 25,000 gallons (that came from supplier “A”) at a certain price. how can i make the item Regular from supplier “A” automatically reduce to 35,000 gallons?
    the thing is that i would have to do this a couple of times a day. i buy gas and diesel several times a day and at different prices each time.
    Thank you

  2. October 15, 2009 at 12:23 PM

    Hi! I am going to get to this and all other open questions this saturday! Thanks for your patience – we’ve been a little buried here at Nerd HQ!

  3. Alienontherun
    July 22, 2010 at 5:35 AM

    I don’t know why your QB has the option balance and mine hasn’t.

    I’ve got two version of QB, 2006 and 2010 Premier and neither of them show the balance option, so I can check it.

    Any clue?

    • July 22, 2010 at 7:54 AM

      You have to be running a transaction detail report. The balance option “should” be there but only in detail reports, not in summary reports.
      Also for more up to date posts please visit my new blog at: http://www.nerdenterprises.com/blog

      I just re-posted this one over there and there are many newer posts as well.

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