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AddieC
QuickBooks Team

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Hi bigcpa,

 

I can see how you'd like QuickBooks Online to show the same information as you see in the Customer Balance Detail and Summary reports in QuickBooks Desktop. 

 

While there's also a Customer Balance Detail and Summary report in QBO, this will only show you how much each customer owes you. The detail report will show you all individual invoices. 

 

I recommend using both the Customer Balance Detail report, and the Invoices and Received Payments report to get the proper information needed. I know this would be more convenient if displayed in the same report, and I'd encourage you to submit feedback about this to our engineers by clicking the Gear icon > Feedback. We're always looking for ways to improve QuickBooks Online for our users. 

 

If you have any other questions or concerns, please reach out to our tech support team.

 

Have a great day. 

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