QB Issue Resolution:

Let’s get the data by running the Customer Balance Detail Report and tailor it to the information you need. I’ll be right here to guide you on how to run it.


  1. Open your QBO company first.
  2. Click Reports located on the left panel and enter Customer Balance Detail in the search field.
  3. To refine the report, choose the Customize button and click on the Filter drop-down.
  4. Mark the box for A/R paid, then select All.
  5. Click on Run Report.

Then, group the customer by clicking on the Sort drop-down. In the Sort by window, choose Customer.

For more insights about personalizing reports, check out this article: How to customize reports.

Resolution for Issue 'How do I create a report that shows the total balance (with invoices AND payments) for a customer in QBO?' available: Yes (Solved).
Source: Intuit Community forum.

How do I create a report that shows the total balance (with invoices AND payments) for a customer in QBO?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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