orning! Do you know report in QBO best shows the change in customer receivable balances over the past month ie. by week? balance + invoices - payments?

Hello, Tina. We can generate the Transaction Detail by Customer report and filter it by date to help you view the specific changes in your accounts receivable transactions.

Here’s how to do it:

1. Go to the Reports section and select Standard Reports.
2. In the Type report name here search box, look for the Transaction List by Customer report.
3. Use the Report period filter to specify the date you want to examine. This will allow you to locate the details relevant to that timeframe.

After that, you can customize the report further. Click on Customize, and in the Columns dropdown, select the following options: Date, Transaction Type, #, Account Full Name, Posting (Yes/No), Amount, and A/R Paid.

If you have any further questions, please let us know. We're here to help you anytime.