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Hello Team,
Could you help me with the following question?
How Quickbook calculates the Customer Balance?
I mean what documents and how QBO uses to calculate the Customer Balance?
It's good to see you here in the Community, @1935 1431 1590 897.
Allow me to fill you in on everything you need to know about how QuickBooks calculate customer balance.
QuickBooks calculates customer balance based on the transactions entered that effects the Accounts Receivable (A/R) account, such as invoices.
If you want to review each balance for your customer, you can run the Customer Balance Detail report. Here's how:
Just in case you'll want to set up an opening balance for your customer, you can read this article for more guidance: How to enter outstanding balances for customers and suppliers.
Please let me know if you need clarification about customer balance. I'll be standing by for your response.
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