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2 replies

C
Charies_M
April 2, 2022

Welcome to the Community, meetgandhi140-gm.

 

I'm happy to help you input an opening balance of debtors in your QuickBooks Online (QBO) account.

 

Here's how:

 

  1. Go to Sales and select Customers.
  2. Select New customer.
  3. Enter customer information.
  4. Go to the Payments and billing which is between the Tax info and Attachments tabs, then enter Opening balance and as of the date (most likely the date you started your QuickBooks Online account).
  5. Select Save. 

More information about entering the opening balance of customer and suppliers are discussed in this article: How to enter outstanding balances for customers and suppliers.

 

Feel free to visit this link where you can gain more tips and articles for future use: Welcome India customers to Global Community.

 

The Community is always open to additional questions about managing the opening balance in QBO. Have a great day!

S
samdufu
April 18, 2022

How to input customers opening balances?

 

M
MadelynC
April 18, 2022

I can definitely help you with the process, @samdufu.

 

To input a customer's opening balance in QuickBooks Online, you can go to their profile and set it up under the Payment and billing section.


Here’s how:

 

  1. Go to Sales and select Customers.
  2. Select the customer you want to enter the opening balance with, then click Customer Details.
  3. Press the Edit button.
  4. Go to the Payment and billing tab, then enter the opening balance.
  5. Select Save after.


You can use this information to learn more about entering balances for customers: How to enter outstanding balances for customers and suppliers.


Moreover, if you need to see how much each customer owes, you can generate the Customer Balance Detail report. Then, memorize it to help you access the information quickly without going through the customisation process again.


Please don’t hesitate to add a comment below if you have any other concerns or questions besides entering the customer opening balance. I’ll be here. Take care always!

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