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Samantha2018
Level 3

How can I run a statement to show a customer's balance as at a certain date? Every statement I have tried shows the current balance, not as at the required date

 
1 REPLY 1
EmmaM
QuickBooks Team

How can I run a statement to show a customer's balance as at a certain date? Every statement I have tried shows the current balance, not as at the required date

Hi Samantha2018,

 

Welcome back to the Community for QuickBooks.

 

Can we just confirm are you referring the the balance forward statement(in the plus symbol and then statement) in the QuickBooks Online? It should allow you to put a start and end date for the balance

 

Let us know if this is not what  you are looking for

 

Kind regards

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