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dottieann
August 27, 2021
Question

How to view list of Credits we Owe Customers

  • August 27, 2021
  • 1 reply
  • 0 views

I am trying to see if there is a way to print off a list of credits. Such as if a customer overpays and we owe them.

Example:

Customer 1: -100.00

Customer 2: -20.00

**without every single Customer and payments received** 

 

Most customers want credits on their accounts instead of refunds. And there has been some confusion in the office about how to apply credits (that is solved). So now I am wanting to see which customers have outstanding credits (within Quickbooks) that we owe them.

1 reply

Rose-A
Rose-A
August 27, 2021

Allow me to help you with viewing your customer's credit within QuickBooks Desktop, dottieann.

 

You can pull up and run the Customer Balance Detail report to show all customers that have outstanding credits. Here's how:

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Customers & Receivables and select Customer Balance Detail report.
  3. Click Customize Report.
  4. Under Columns, search and select for Open Balance in the search field.
  5. Hit OK.
  6. Change the desired date.
  7. You'll see all the outstanding credit in each customer under the Open Balance column.

 

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

Feel free to drop me a reply below if you need additional assistance. I'd be more than willing to lend you a hand.

Rose-A
Rose-A
August 28, 2021

Hi, dottieann.

 

Hope you're doing great. I wanted to see how everything is going about viewing customer's outstanding credit. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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