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Tracy Beeman
Level 1

Customer Open balance report

Is there a way to add “Open Balance” button back into the customer information screen? The new software doesn’t have it and I use that button all the time! 

1 Comment 1
Nicole_N
QuickBooks Team

Customer Open balance report

Hi there, Tracy. I'm here to ensure you'll be able to have the Open Balance button back in the Customer information. 

 

First, let's download QuickBooks Tool Hub. This hub contains different tools to help fix common errors including system issues which causes QuickBooks Desktop to act strangely. Here's how:

 

  1. Close QuickBooks.
  2. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). Note: If you've installed Tool Hub before, you can find out which version you have. Select the Home tab. The version will be on the bottom.
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the installation finishes, double-click the icon on your Windows desktop to open the tool hub.

 

After that, run the QuickFix my Program from the Tool Hub:

 

  1. In the QuickBooks Tool Hub, select Program Problems.
  2. Click on Quick Fix my Program.
  3. Start QuickBooks Desktop and open your data file.

 

If you're still unable to see the Open Balance button, let's go ahead and proceed with Solution 2 from this article: Run the QuickBooks Install Diagnostic Tool.

 

Moreover, QuickBooks offers several reports you can generate to view a snapshot of your business. Check out this article for more info: Understand reports.

 

Let me know if you have further QuickBooks-related questions. Simply leave your reply and I'll provide the necessary help.

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