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bccsfla-gmail-co
Level 1

How do a create a report on what a specific customer owes me?

I would like a line by line report on what a specific customer owes me, how do I create that?

1 Comment 1
Bryan_M
QuickBooks Team

How do a create a report on what a specific customer owes me?

Thanks for raising your concern here, Bccsfla.

 

Let me help you run a report showing what the customer owes you.

 

We can run the Customer Balance Detail report. This will show you the customer's name, Transaction Type, Due Dates, Amounts, Balances, and more.

 

Here's how:
 

  1. Go to Reports in the left navigation.
  2. Type in Customer Balance Detail in the search bar.
  3. Once there, go to the Customize field to show specific accounts or customers and edit the layout of your report.
  4. After that, click Run report.

 

If you want to export your reports to a spreadsheet so you can add info that's unavailable in QuickBooks Online (QBO) reports, check out this article: Export your reports to Excel from QuickBooks Online.

 

Please come back if you have more questions about running reports. I'll reply as soon as possible. Have a good day.

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