Step by Step Guide to Using QuickBooks

 

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


 

Company

Customer

Banking

Vendor

Employees

Taxes



                                 

 

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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101

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Preferences & Customization

C.O.A Setup & Management