Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowLet me help with your question about statements in QBO, todd55.
The Balance Forward line that you can see in your customer statement is the total amount of open invoices prior to the date that you selected. Although the Balance Forward Type of statement only lists the invoices and payments for a specific date range, it will also include the balance of old transactions.
Here's an article for more details: Create and Send Customer Statements in QuickBooks Online.
I'd also like to share a few more guide articles and reference just in case you might need them in your future tasks:
Please don't hesitate to reply again or reach out to us anytime you need help when working in QuickBooks.
Hi todd55,
Hope you’re doing great. I wanted to see how everything is going about your question with regards to the Balance Forward line in your customer statement. 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!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.