How to generate a customer snapshot similar to QB Desktop?

Hi there,

Thanks for reaching out to us here. QuickBooks offers a variety of reports that help you bring your finances into perspective. I'll be happy to share more info so you can continue to do the things you enjoy. 

The closest report to what you've described is the Customer Balance Detail. In case you need to customize/filter the report, here's an article that shows you how to do that. For reference, I also encourage you to check out this article here that goes over the: Reports included in your QuickBooks Online subscription. 

Let me know if this info helps. I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week.