Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

Custom report balance owed by customer name and class

I need to run a report that shows me the balance of each customer and is grouped by class.

or in each class what balance is owed by customer.

QuickBooks Team

Custom report balance owed by customer name and class

Hi, Ty99.

Thanks for dropping by the Community space. I’m here to help you run a report that will show each customer’s balance filtered by class.

You can generate the Transaction Detail by Account Report and customize it to show only the information you need. Here’s how:

  1. Click Reports on the left pane of the screen.
  2. On the search box, type in Transaction Detail by Account.
  3. Choose the correct Report period.
  4. Select Customer on the Group by drop-down.
  5. Click the Gear icon next to the Export icon drop-down on the upper right hand of the report.
  6. Make sure to select Class and Open Balance.

Once done, the report will show you with the information you wanted. Check out this article for more information about customizing reports:


If there is anything else you need, don’t hesitate to leave a comment. Have a good day!

Level 11

Custom report balance owed by customer name and class



Currently, such as an option to run Customer balance (Detail or Summary) report by Class is not available in QBO yet.


You can run the Customer Balance Detail by each customer but there is no way to filter this report by class (or any other customer balance related reports).

Send them your feedback.


Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us