How to view list of Credits we Owe Customers

Allow me to help you with viewing your customer's credit within QuickBooks Desktop, dottieann.

You can pull up and run the Customer Balance Detail report to show all customers that have outstanding credits. Here's how:

1. Click Reports at the top menu bar.
2. On the drop-down list, click Customers & Receivables and select Customer Balance Detail report.
   
3. Click Customize Report.
4. Under Columns, search and select for Open Balance in the search field.
5. Hit OK.
   
6. Change the desired date.
7. You'll see all the outstanding credit in each customer under the Open Balance column.
   

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

Feel free to drop me a reply below if you need additional assistance. I'd be more than willing to lend you a hand.

Hi, dottieann.

Hope you're doing great. I wanted to see how everything is going about viewing customer's outstanding credit. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Is there a report that shows ONLY negative open balances for each Client? The Client/Customer Balance Details shows all open balances (positive and negative) and I can't find a filter to only show negative balances. Thank you.

Hi there, Marco202,

The only way to create a report with a list of customers with negative balances is to customize the Customer Balance Summary or Customer Balance Detail report. You'll want to filter out the ones that have positive balances. 

1. From the Reports menu, choose Customers & Receivables.
2. Select Customer Balance Detail or Customer Balance Summary.
3. Set the date range and get the names of the customers with negative balances.
4. Click Customize Report.
5. Go to the Filters tab and select the Name filter on the left.
6. In the Name droplist, choose Multiple names.
7. Select the customers with negative balances.
8. Click OK and the OK on the previous popup window.
   
   

On the other hand, you can do more customizations to filter the data you only need.

I'm just a comment away should you need more help with your report. Take care and have a good one!

Try this, it seems to work OK for me

Reports

Customers and receivables

A/R Aging Summary

Customize report

Filter

Amount

<=    0.00

Try this, it seems to work OK for me

Reports

Customers and receivables

A/R Aging Summary

Customize report

Filter

Amount

<=    0.00