Thanks for mentioning that your customer is also a vendor, kkkkkkkkkkk.
Currently, we cannot combine customer and vendor reports into a single one. The only way we have for now is to pull up each reports separately.
- Click Reports on the left menu and search for;
Customers - Customer Balance Detail or Customer Balance Summary
Vendors - Vendor Balance Detail or Vendor Balance Summary
- Customize the report such as changing the Report period and other details.
- Click Run report.
- You can export the reports to Excel if necessary.
You might also find this article helpful when comparing your income and expenses: Common Custom Reports in QuickBooks Online.
Feel free to get back to us if you need anything else.
