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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:
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:
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.