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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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CamelleT
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I fully recognize how crucial it is to run reports that accurately reflect your specific needs and provide you with the insights you require, Esparealty. Allow me to offer an alternative one that will help you view the information you need.

 

In QuickBooks Online (QBO), you can generate a report that will display your customers' running balances for payments, credits, and invoices. This will provide a comprehensive view of their account activity. Here's how:

 

  1. Go to Reports.
  2. In the Find Report by name search box, type in Customer Balance Detail.

    reports-customer balance detail.png

  3. Click Customize if you want to make modifications or reorder the columns. Then, tap Run Report.

    You will now see the customers' transactions with their corresponding open balances. I added a screenshot below for your reference. 

    credit memo report.png


invoice-payment- report.png

Regarding the General Ledger report for individual customers, I suggest sharing your recommendation about making this available in QBO with our product engineering team. Doing this will enable our engineers to understand the specific functionality you are seeking and potentially incorporate it into future updates within the program. Here's how to send one:

 

  1. Click the Gear icon.
  2. Choose Feedback.

    gear icon-feedback.png

  3. Enter your suggestion.

    feedback-next.png

  4. Tap Next to submit.

 

Thank you for taking the time to contribute your ideas, Esparealty. Your input is essential in helping us improve and enhance the features of QBO. Please tap the reply button if you have additional questions or need help running reports in QBO. Our priority is responding to the needs of our customers efficiently.