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Level 1

Hi, how do I load opening balances from my prior years Balance Sheet? For example, client deposits held.

 
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QuickBooks Team

Hi, how do I load opening balances from my prior years Balance Sheet? For example, client deposits held.

Let me share some information on how you can load open balances or outstanding balance from your client, @info1357.

 

If you're looking for a report that will display open balances for each of your customers, you can pull up the Customer Balance Detail Report. This report shows you how much each customer owes you and the corresponding individual invoices.

 

 Here’s how:

 

  1. In QuickBooks Online, click the Reports menu and the Standard tab.
  2. Under the Who owes you section, click the Customer Balance Detail. 

 

 

From there, you can see how much each customer owes you. You can also change the report period or date on the upper left to show open balances from previous years.

 

You can also use this handy article to customize the report in QuickBooks Online: Customize reports in QuickBooks Online.

 

This should help you gather all the information you need about your customers and their open balances. Let me know if you need further assistance. Take care.