Skip to main content
January 23, 2022
Question

How can I view the customer ledger in debit and credit format in QB?

  • January 23, 2022
  • 1 reply
  • 0 views
Currently the ledgers are not shown in Debit or Credit terms.

1 reply

January 23, 2022

Hi there, muhammadumair-tr.

 

I'll share a method so you'll be able to view the customer ledger in debit and credit format.

 

In QuickBooks Online, you can run a Journal report. Then, you can customize it to display the Account Receivable (AR) and specific customers. I'll show you how.

 

 

  1. Go to the Reports menu.
  2. Type in Journal report.
  3. Click the Customise button.
  4. Enter to select the correct reporting period.
  5. In the Filter section, select the All Account Receivable under the Account dropdown.
  6. You can also select specific customers under the Name dropdown.
  7. Once done, hit Run report.

 

I've added this resource for more information in personalizing your report in QuickBooks Online: Customise reports in QuickBooks Online.

 

If you want to use your report outside QuickBooks, you can export it to Excel. Check out this article for a complete guide: Export your reports to Excel from QuickBooks Online.

 

You're always welcome to add any details below if you need further assistance with running reports. I'll be here to help you.