How to Create a Balance Sheet by Customer in QuickBooks Online
A Balance Sheet by customer breaks your balances into a column per customer, most useful for seeing Accounts Receivable, customer deposits, and prepayments tied to each client in one view.
New to QuickBooks Online's modern view? See how it compares to the classic view.
Steps
- Open the Balance Sheet report
Go to Reports and, under Business overview, select "Balance Sheet," then set your as-of date.
- Set "Display columns by" to Customer
Open the "Display columns by" dropdown and choose Customer. QuickBooks adds a column per customer, with sub-customers grouped under their parent.
- Review the customer columns
Read across Accounts Receivable and any deposit or prepayment accounts to see the balance tied to each customer. Accounts that aren't customer-specific (like bank or fixed-asset accounts) show under the unassigned column.
See also
Frequently asked questions
Which accounts actually populate a Balance Sheet by customer?
Mostly Accounts Receivable and any customer deposit or prepayment accounts, the balances QuickBooks can tie to a specific customer. Accounts with no customer dimension fall into the unassigned column.
Can I filter this to a group of customers by type?
The modern view dropped filtering a Balance Sheet by customer type. To group or filter by customer type, pull the report into Google Sheets. See the linked guide.
Tired of rebuilding reports? Need more customization?
Retriever pulls QuickBooks Online reports like this one into Google Sheets on a schedule. They refresh on their own, and once the data is in Sheets you can pivot, chart, and customize it far beyond QuickBooks' fixed report layouts.
See how Retriever worksRelated report guides
Questions about this report? Reach out at aubrey@retrieverhq.com.
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