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ginnyh1023
Level 1

Customer Balance Detail

I need to run a report showing ALL invoices for my clients, including future invoices since we bill 2 weeks in advance. I can do this in QB's Desktop but none of the reports I've tried online will show me open balances past today's date. Any idea on what report to run?

1 Comment
AlcaeusF
Moderator

Customer Balance Detail

Hey there, ginnyh1023.

 

I want to help you run the report you need to show open balances past today's date.

 

I've replicated this on my end, and I was able to show the open balances of the future invoices. You'll need to make sure the reporting period is selected correctly to include the invoices you want to show in the report.

 

You can either choose the Custom or All Dates option under Report period to ensure the invoices will show. Let's run the Customer Balance Detail report and make sure the Report period and Aging method are correct.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Run the Customer Balance Detail report.
  3. Select the correct Report period and Aging method.
  4. Click Customize.
  5. Go to Rows/Columns, select Change columns.
  6. Add Open Balance.
  7. Click Run report.

If you're still unable to show the open balance for future invoices, please let me know. I encourage you to add a screenshot of your sample invoice (future) and the report. 

 

I'll be waiting for your response about the report you need. You can reach out to me by clicking the Reply button below.

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