QuickBooks-Desktop-Tip (27)

Sometimes you may be looking for outstanding invoices for a customer and maybe you don’t want to generate an Open Invoice Report as it will list ALL customers. What’s a good solution?…Create an Open Balance Report for just one customer. A very simple and quick way to do this is to access the customer center, right click on the customer, and select “Open Balance.”
Click on/see the screenshot below with yellow highlight.

Hope this helps!
Scott

More information like this can be found in my courses here.

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com.Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale