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Replying to:
Candice C
QuickBooks Team

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Good Afternoon, @DawnJ

 

Thanks for joining in on this thread. I've got you covered. I can walk you through the steps on how to run a detailed client balance report.

 

In QuickBooks Online (QBO), the report is called Customer Balance Detail. No worries. It's a simple process.

 

Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Choose the Reports section at the top of the screen. 
  3. Enter Customer Balance Detail in the search bar and then click on the option. 
  4. From here, you'll be able to see the information on the report. 

 

For a future reference, you can customize reports for an easier layout for your business. 

 

Let me know if you have any other questions or concerns. The Community is always here to help. Wishing you and your business continued success. 

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