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Level 1

Can I get highest balance and past due history from QBO? One of our customers used us as a credit reference. I am trying to get their payment history.

 
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QuickBooks Team

Can I get highest balance and past due history from QBO? One of our customers used us as a credit reference. I am trying to get their payment history.

Thanks for dropping by on the Community page, @teppei.

 

At this time, QuickBooks Online (QBO) doesn't have the report that can help determine the payment history of your customers and its past due.

 

However, you can open the Invoices and Received Payments report. Then, customize its columns to view the due date and terms of the invoice. Once done, export it to Excel and create a formula to get the average days of how long it takes that particular customer to pay their invoices.

 

Here's how you can run, customize, and print this report in QBO: 

 

  1. Go to Reports and open the Invoices and Received Payments report. 
  2. Click Customize, then check the Due date and Terms boxes.
  3. Select Run report and click the Export icon to export it to Excel.

report.PNG

Once done, create a formula that shows the average days your customers pay their invoices.

 

Additionally, I can see how this option would be beneficial for you and your business so let me take note of this as a suggestion.

 

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

If there's anything else you need help with QuickBooks, feel free to reach out to us again. Stay safe.

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