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Buy nowGood Afternoon, @DawnJ.
Thanks for joining in on this thread. I've got you covered. I can walk you through the steps on how to run a detailed client balance report.
In QuickBooks Online (QBO), the report is called Customer Balance Detail. No worries. It's a simple process.
Here's how:
For a future reference, you can customize reports for an easier layout for your business.
Let me know if you have any other questions or concerns. The Community is always here to help. Wishing you and your business continued success.