Checking Customer Balances in QuickBooks
How to Check Customer Balances in QuickBooks
Windows (Pro, Premier, Enterprise)
There are more than one ways to check your customer balances in QuickBooks. Here is one:
Step 1. Go to Reports in top menu bar, menu, then Customers & receivables and select Customer Balance Summary or Customer Balance Detail (depending on how much information you need).
How to Check Customer Balances in QuickBooks
Mac
Step 1. Go to Reports in top menu bar, menu, then Customers & receivables and select Customer Balance Summary or Customer Balance Detail (depending on how much information you need).
How to Check Customer Balances in QuickBooks
Online
Step 1. Go to Reports in left menu bar, then click on the search bar and scroll to select Customer Balance Summary or Customer Balance Detail.
Customer Setup & Management
- How to Set Up Your Customers in QuickBooks for Windows (Pro, Premier)
- How to Set Up Your Customers in QuickBooks for Mac
- How to Set Up Customers in QuickBooks Online
- How to Create an Invoice in QuickBooks
- How to Create an Estimate in QuickBooks
- How to Turn On the Estimates Preference in QuickBooks
- How to Progress Invoice in QuickBooks
- How to Turn On the Progress Invoicing Preference in QuickBooks
- How to Invoice Customers from Timesheets in QuickBooks Online
- How to Book a Bounced Check Against an Invoice in QuickBooks
- How to Create Items in QuickBooks for Mac for the Products and Services You Provide
- How to Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online
- How to Record a Payment for an Invoice that Was Written Off in a Previous Year in QuickBooks