How can i get the Ledger report of Individual customer?

Thank you for reaching out to us here in the Community, Felix. I'm here to help you with getting a ledger report for an individual customer.

At this time, you can pull the Customer Balance Detail report to get the information you need. From there, filter the report's period and customer's name one at a time. I'll guide you on how.

1. Sign in to your QuickBooks Online account.
2. Click on Reports at the left pane.
3. Look or search for Customer Balance Detail, then open the report.
4. Tap on the Customise tab, then filter the dates.
5. Go to the Filter section, then select the customer's name from the Customer drop-down.
6. Tap on the Run report tab to refresh the page.
7. Repeat the same steps for other customers.

After that, you can either print or export the report to Excel so you can send it to your customers. You can open this article as your guide: Run reports in QuickBooks Online.

Aside from the individual ledger, you can also get more hints about handling your sales and other customer transactions through this link: Manage Customers and income for QBO-International.

If you have any other follow-up questions about the ledger report, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

Dear Sir,

You can run statements for customers and get the same. You can also mail the customers the ledgers .

Let me know if you have any query

CA Alok Shah

9326074696

This only returns the open items.  I want a general ledger of all activity for a specific customer.  Invoices, Payments, Credits, etc.

How can I get that?

CE

indI have another way how you can view activities for your customers, Elias.

QuickBooks offers different reports that you can use to cater to your business needs. For now, a general ledger that contains all activities for a specific customer is unavailable. 

You'll want to run the Transaction List by Customer reports to access information from your customers' invoices, payments, credits, and other details. To do so, follow the steps provided below:

1. Go to the Reports tab in the left menu.
2. Under the Search bar, type in the report.
3. Click Switch to classic view.
4. Make sure to select the correct Report period.
5. Press Run report.
   

Furthermore, learn how to filter specific accounts or customers or any information that you want to include in the report. Go through this article for reference: Customise Reports in QuickBooks Online.

Let me know if you have any other concerns about the customer's information. I'll always be right here if you need further assistance.