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Stephanie1708
Level 1

How can i see a complete list of all transactions for a customers Balance detail?

 
1 Comment 1
SarahannC
Moderator

How can i see a complete list of all transactions for a customers Balance detail?

Hello there, @Stephanie1708. Welcome to QuickBooks Community!

 

You'll only need to customize the Customer Balance Detail report to show all the list of transactions. The steps below will guide you on how to do it:

 

Go to Reports on the left panel.

In the search box, enter  Customer Balance Detail.

 

Once you open the report, click the Customise button in the upper-right corner. Make sure to include the following details:

 

  1. Customer> Seclect All to generate transactions from all customers.
  2. Select All Dates in the Report period.

 

 

To learn more about handling reports, please check these articles:

 

 

You can always post your other concerns here. I'll be around to help. Have a good one!