Hi. How can I include a debit and credit in a customer balance summary

Let me help you include debit and credit on your reports in QuickBooks Online (QBO). @admvisual2006.

The Customer Balance Summary is a compact report. This means you can no longer add another set of columns (i.e., debit and credit) to it. However, you can pull up another one that shows both Debits and Credits for each of your transactions. It's the customised General Ledger report. Here's how:

1. Go to the Reports menu.
2. Type in General Ledger in the Find report by name field and choose the General Ledger report.
3. Click the Customise button.
4. Select Rows/Columns then click the Credit and Debit checkboxes to add the columns. If you wish to see the current reconcile status for each transaction, select the Clr checkbox.
5. Choose Filter then select an account from the Distribution Account drop-down.
6. Click Run Report.

I've attached screenshots below that show the lasts four steps.

If you wish to know more about getting the most out of your financial reports and to focus on the details that matter the most to you, you can refer to this article: Customise reports in QuickBooks Online.

Also, you'll have the option to save your report's current customisation settings. This way, there's no need to customise the report again. For the step-by-step guide, you can refer to this article: Memorise reports in QuickBooks Online.

Let me know in the comments below if you have other reporting concerns or inquiries about managing your customer transactions in QBO. Take care and have a good day.