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camping-homestea
October 6, 2023
Question

Is there a way to see what customers you have with an out standing balance.

  • October 6, 2023
  • 1 reply
  • 0 views
I have 170 customers, I would like to see a list come up to see which ones have an over due account

1 reply

A
AdminAndrea
October 6, 2023

Go to SALES - Customers.  The bar at the top has a blue section, orange section, grey section and green section.  Click on the orange section which is the Overdue which will filter all customers with an overdue balance. Then on the right-hand side click on the printer and this will print out the listing of the suppliers with an overdue balance.  

T
Trish_T
October 6, 2023

Hi camping-homestea,

 

It's a pleasure to see you in Community.  Welcome!  In addition to the valuable information provided by AdminAndrea, QuickBooks Online also provides a variety of reports, that you can customize to see what matters most.  Here's how to see a list of outstanding invoices;

 

1. Open Reports from the left menu

2. In the Search field, enter A/R Aging Detail

3. Enter the Report period

4. Click on the small ⚙ in the top right of the report, then open View more

5. Select the boxes for all areas you want to show on the report

6. Hit Run report

7. Select the icon to Print or Download the report

I hope you find this to be helpful!

 

If you have any other questions, please don't hesitate to reach out.  We're here for you!

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