Posts Tagged ‘credit column’

QuickBooks Reports – Formatting Columns To Show Debit / Credit

June 26, 2009 4 comments


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!