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.

"For now, a general ledger that contains all activities for a specific customer is unavailable. " You guys really need to work on this. So important for auditing customer accounts and providing customers with statements on their accounts. How is it there's no ledger for individual customers? How can I show my customers a running balance of their account? Payments, credits, invoices, etc. Quickbooks Desktop had the best ledger for individual customers. It displayed a balance that showed invoice charges and payment credits in a simple format for the customers to understand. Also, it's extremely hard to audit transaction for a customer without a report. The work around doesn't help.

I fully recognize how crucial it is to run reports that accurately reflect your specific needs and provide you with the insights you require, Esparealty. Allow me to offer an alternative one that will help you view the information you need.

In QuickBooks Online (QBO), you can generate a report that will display your customers' running balances for payments, credits, and invoices. This will provide a comprehensive view of their account activity. Here's how:

1. Go to Reports.
2. In the Find Report by name search box, type in Customer Balance Detail.
   
   
   
   
3. Click Customize if you want to make modifications or reorder the columns. Then, tap Run Report.
   
   You will now see the customers' transactions with their corresponding open balances. I added a screenshot below for your reference. 
   
   

Regarding the General Ledger report for individual customers, I suggest sharing your recommendation about making this available in QBO with our product engineering team. Doing this will enable our engineers to understand the specific functionality you are seeking and potentially incorporate it into future updates within the program. Here's how to send one:

1. Click the Gear icon.
2. Choose Feedback.
   
   
   
   
3. Enter your suggestion.
   
   
   
   
4. Tap Next to submit.

Thank you for taking the time to contribute your ideas, Esparealty. Your input is essential in helping us improve and enhance the features of QBO. Please tap the reply button if you have additional questions or need help running reports in QBO. Our priority is responding to the needs of our customers efficiently.