How do I generate a report that shows my customer balances?

Question

How do I generate a report that shows my customer balances?

Answer

To create a report that shows all of your customers balances: 1.From the Reports menu, choose A/R Reports, then Customer Balance Summary. 2.To see the detailed transactions of a customer's balance, double click on the balance when the cursor is a magnifying glass containing a "z" (QuickZoom). A report displays, showing transactions for that customer only. 3.Double click on any line and QuickBooks shows you the transaction form for that amount.

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