ErwinQ
QuickBooks Team

Account management

Thank you for getting us back, @Mhekang123.

 

When you view the statement list of your account, it will only give you a brief overview of the transactions that have taken place. It won't provide you with specific details. To have a more comprehensive understanding of your account's financial status, you can generate a report in either Customer Balance Detail or SOA. This report will give you a detailed summary of the transactions, including invoices and other important details.

 

To manage and customize your reports, you can review the articles below:

 

 

Feel free to respond to this post if you have more concerns regarding your reports in QuickBooks Online. I'm always here to help.